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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 | $6,207 | $58,828-89.4% | $78,002-92.0% | $62,881-90.1% |
| Participation rate | 35.8% | 71.1%-35.2pp | 75.5%-39.7pp | 69.3%-33.5pp |
| Annual return | 64.42% | 17.16%+47.3pp | 425.99%-361.6pp | 20.14%+44.3pp |
| Employer contribution / active EE | $529 | $1,672-68.3% | $2,470-78.6% | $2,281-76.8% |
| Participant deferral / active EE | $1,113 | $2,686-58.5% | $3,497-68.2% | $3,203-65.2% |
| Admin fee / account holder | $87 | $4,393-98.0% | $5,481-98.4% | $4,296-98.0% |