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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 | $2,821 | $45,041-93.7% | $63,003-95.5% | $70,131-96.0% |
| Participation rate | 24.2% | 69.5%-45.3pp | 74.8%-50.6pp | 69.5%-45.3pp |
| Annual return | 189.65% | 18.76%+170.9pp | 87.59%+102.1pp | 73.14%+116.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $704 | $2,465-71.4% | $3,329-78.9% | $3,332-78.9% |
| Admin fee / account holder | $136 | $2,836-95.2% | $3,600-96.2% | $4,645-97.1% |