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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 | $2,768 | $48,053-94.2% | $84,628-96.7% | $72,975-96.2% |
| Participation rate | 45.7% | 57.6%-11.9pp | 68.2%-22.6pp | 69.5%-23.8pp |
| Annual return | 26.65% | 37.39%-10.7pp | 258.80%-232.2pp | 81.01%-54.4pp |
| Employer contribution / active EE | $340 | $1,602-78.8% | $2,653-87.2% | $2,440-86.1% |
| Participant deferral / active EE | $548 | $2,681-79.5% | $3,900-85.9% | $3,608-84.8% |
| Admin fee / account holder | $27 | $3,395-99.2% | $4,914-99.4% | $5,124-99.5% |