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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 | $3,162 | $77,814-95.9% | $158,223-98.0% | $86,983-96.4% |
| Participation rate | 48.4% | 68.4%-20.0pp | 79.2%-30.8pp | 69.5%-21.2pp |
| Annual return | 32.81% | 30.54%+2.3pp | 52.09%-19.3pp | 25.83%+7.0pp |
| Employer contribution / active EE | $531 | $2,592-79.5% | $4,109-87.1% | $2,584-79.5% |
| Participant deferral / active EE | $848 | $3,270-74.1% | $5,467-84.5% | $4,194-79.8% |
| Admin fee / account holder | $71 | $5,879-98.8% | $16,047-99.6% | $7,856-99.1% |