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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 | $2,923 | $61,125-95.2% | $94,057-96.9% | $87,485-96.7% |
| Participation rate | 51.1% | 64.1%-13.0pp | 73.3%-22.2pp | 68.9%-17.8pp |
| Annual return | 22.04% | 35.20%-13.2pp | 480.62%-458.6pp | 26.06%-4.0pp |
| Employer contribution / active EE | $675 | $2,136-68.4% | $2,933-77.0% | $2,596-74.0% |
| Participant deferral / active EE | $331 | $3,260-89.8% | $4,709-93.0% | $4,274-92.2% |
| Admin fee / account holder | $107 | $5,629-98.1% | $7,244-98.5% | $7,775-98.6% |