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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 | $6,189 | $49,896-87.6% | $80,627-92.3% | $75,173-91.8% |
| Participation rate | 32.1% | 55.3%-23.2pp | 67.0%-34.9pp | 67.2%-35.1pp |
| Annual return | 15.56% | 34.67%-19.1pp | 936.76%-921.2pp | 160.72%-145.2pp |
| Employer contribution / active EE | $290 | $1,699-82.9% | $2,723-89.4% | $2,671-89.1% |
| Participant deferral / active EE | $489 | $2,992-83.6% | $4,443-89.0% | $4,126-88.1% |
| Admin fee / account holder | $220 | $3,578-93.8% | $5,381-95.9% | $5,651-96.1% |