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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 | $6,181 | $77,638-92.0% | $156,551-96.1% | $62,881-90.2% |
| Participation rate | 36.5% | 71.2%-34.7pp | 84.0%-47.5pp | 69.3%-32.8pp |
| Annual return | 9.92% | 50.33%-40.4pp | 32.23%-22.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $397 | $3,444-88.5% | $5,501-92.8% | $2,281-82.6% |
| Participant deferral / active EE | $794 | $3,046-73.9% | $4,871-83.7% | $3,203-75.2% |
| Admin fee / account holder | $147 | $5,561-97.4% | $13,028-98.9% | $4,296-96.6% |