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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 | $2,972 | $70,430-95.8% | $96,572-96.9% | $85,851-96.5% |
| Participation rate | 66.7% | 61.8%+4.9pp | 69.8%-3.2pp | 69.3%-2.7pp |
| Annual return | 30.96% | 18.58%+12.4pp | 37.79%-6.8pp | 318.63%-287.7pp |
| Employer contribution / active EE | $1,010 | $1,413-28.5% | $2,357-57.1% | $2,565-60.6% |
| Participant deferral / active EE | $878 | $2,894-69.7% | $3,850-77.2% | $3,952-77.8% |
| Admin fee / account holder | $89 | $4,996-98.2% | $6,183-98.6% | $6,261-98.6% |