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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 | $1,898 | $29,051-93.5% | $52,425-96.4% | $67,986-97.2% |
| Participation rate | 17.9% | 30.4%-12.5pp | 55.6%-37.7pp | 57.2%-39.3pp |
| Annual return | 19.90% | 24.00%-4.1pp | 302.12%-282.2pp | 31.67%-11.8pp |
| Employer contribution / active EE | $74 | $412-82.1% | $914-92.0% | $2,019-96.4% |
| Participant deferral / active EE | $78 | $873-91.1% | $1,790-95.7% | $3,358-97.7% |
| Admin fee / account holder | $246 | $2,113-88.4% | $2,495-90.1% | $3,203-92.3% |