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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 | $3,406 | $51,222-93.4% | $70,544-95.2% | $75,173-95.5% |
| Participation rate | 29.6% | 61.0%-31.3pp | 68.4%-38.7pp | 67.2%-37.6pp |
| Annual return | 55.58% | 30.06%+25.5pp | 32.79%+22.8pp | 160.72%-105.1pp |
| Employer contribution / active EE | $391 | $1,827-78.6% | $2,976-86.9% | $2,671-85.4% |
| Participant deferral / active EE | $654 | $2,850-77.0% | $4,568-85.7% | $4,126-84.1% |
| Admin fee / account holder | $167 | $4,096-95.9% | $6,427-97.4% | $5,651-97.0% |