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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 | $2,036 | $81,358-97.5% | $155,556-98.7% | $80,959-97.5% |
| Participation rate | 57.1% | 66.3%-9.1pp | 78.2%-21.1pp | 67.7%-10.5pp |
| Annual return | 12.30% | 33.39%-21.1pp | 64.84%-52.5pp | 35.67%-23.4pp |
| Employer contribution / active EE | $479 | $3,106-84.6% | $4,675-89.8% | $2,757-82.6% |
| Participant deferral / active EE | $718 | $3,455-79.2% | $5,631-87.3% | $4,300-83.3% |
| Admin fee / account holder | $267 | $7,994-96.7% | $15,885-98.3% | $6,925-96.1% |