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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 | $81,262-97.5% | $155,602-98.7% | $80,911-97.5% |
| Participation rate | 57.1% | 66.2%-9.1pp | 78.2%-21.1pp | 67.6%-10.5pp |
| Annual return | 12.30% | 33.34%-21.0pp | 64.81%-52.5pp | 35.63%-23.3pp |
| Employer contribution / active EE | $479 | $3,102-84.6% | $4,675-89.8% | $2,756-82.6% |
| Participant deferral / active EE | $718 | $3,451-79.2% | $5,629-87.2% | $4,297-83.3% |
| Admin fee / account holder | $267 | $7,992-96.7% | $15,923-98.3% | $6,935-96.2% |