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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 | $1,845 | $77,908-97.6% | $149,696-98.8% | $75,173-97.5% |
| Participation rate | 54.8% | 65.6%-10.7pp | 78.8%-23.9pp | 67.2%-12.4pp |
| Annual return | 24.41% | 31.73%-7.3pp | 134.46%-110.0pp | 160.72%-136.3pp |
| Employer contribution / active EE | $540 | $3,138-82.8% | $4,821-88.8% | $2,671-79.8% |
| Participant deferral / active EE | $788 | $3,411-76.9% | $5,682-86.1% | $4,126-80.9% |
| Admin fee / account holder | $280 | $5,950-95.3% | $13,212-97.9% | $5,651-95.0% |