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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 | $5,099 | $76,407-93.3% | $150,298-96.6% | $82,448-93.8% |
| Participation rate | 46.7% | 66.4%-19.7pp | 77.8%-31.1pp | 68.1%-21.4pp |
| Annual return | 27.17% | 39.99%-12.8pp | 62.79%-35.6pp | 41.64%-14.5pp |
| Employer contribution / active EE | $429 | $2,614-83.6% | $4,154-89.7% | $2,551-83.2% |
| Participant deferral / active EE | $509 | $3,214-84.2% | $5,453-90.7% | $4,139-87.7% |
| Admin fee / account holder | $275 | $6,352-95.7% | $14,116-98.1% | $7,234-96.2% |