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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 | $1,638 | $64,920-97.5% | $103,693-98.4% | $86,983-98.1% |
| Participation rate | 37.9% | 63.6%-25.7pp | 72.6%-34.8pp | 69.5%-31.7pp |
| Annual return | 21.81% | 30.29%-8.5pp | 47.61%-25.8pp | 25.83%-4.0pp |
| Employer contribution / active EE | $94 | $2,141-95.6% | $2,920-96.8% | $2,584-96.4% |
| Participant deferral / active EE | $150 | $3,241-95.4% | $4,579-96.7% | $4,194-96.4% |
| Admin fee / account holder | $110 | $6,191-98.2% | $7,858-98.6% | $7,856-98.6% |