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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 | $4,623 | $65,041-92.9% | $90,965-94.9% | $79,858-94.2% |
| Participation rate | 45.5% | 61.6%-16.2pp | 69.0%-23.6pp | 69.6%-24.2pp |
| Annual return | 33.18% | 30.45%+2.7pp | 134.57%-101.4pp | 31.72%+1.5pp |
| Employer contribution / active EE | $486 | $1,247-61.1% | $2,122-77.1% | $2,471-80.3% |
| Participant deferral / active EE | $800 | $2,512-68.2% | $3,373-76.3% | $3,740-78.6% |
| Admin fee / account holder | $121 | $4,536-97.3% | $5,960-98.0% | $5,306-97.7% |