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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 | $2,744 | $81,262-96.6% | $155,602-98.2% | $80,911-96.6% |
| Participation rate | 53.8% | 66.2%-12.4pp | 78.2%-24.4pp | 67.6%-13.8pp |
| Annual return | 18.81% | 33.34%-14.5pp | 64.81%-46.0pp | 35.63%-16.8pp |
| Employer contribution / active EE | $460 | $3,102-85.2% | $4,675-90.2% | $2,756-83.3% |
| Participant deferral / active EE | $462 | $3,451-86.6% | $5,629-91.8% | $4,297-89.2% |
| Admin fee / account holder | $280 | $7,992-96.5% | $15,923-98.2% | $6,935-96.0% |