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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,903 | $77,908-92.4% | $149,696-96.1% | $75,173-92.1% |
| Participation rate | 42.3% | 65.6%-23.3pp | 78.8%-36.5pp | 67.2%-24.9pp |
| Annual return | 29.42% | 31.73%-2.3pp | 134.46%-105.0pp | 160.72%-131.3pp |
| Employer contribution / active EE | $681 | $3,138-78.3% | $4,821-85.9% | $2,671-74.5% |
| Participant deferral / active EE | $704 | $3,411-79.4% | $5,682-87.6% | $4,126-82.9% |
| Admin fee / account holder | $9 | $5,950-99.9% | $13,212-99.9% | $5,651-99.8% |