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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 | $5,198 | $88,360-94.1% | $145,433-96.4% | $67,986-92.4% |
| Participation rate | 31.4% | 65.5%-34.1pp | 82.1%-50.7pp | 57.2%-25.8pp |
| Annual return | 31.24% | 63.15%-31.9pp | 66.58%-35.3pp | 31.67%-0.4pp |
| Employer contribution / active EE | $424 | $3,054-86.1% | $4,554-90.7% | $2,019-79.0% |
| Participant deferral / active EE | $811 | $5,932-86.3% | $7,897-89.7% | $3,358-75.9% |
| Admin fee / account holder | $203 | $3,313-93.9% | $13,129-98.5% | $3,203-93.7% |