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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 | $4,833 | $63,346-92.4% | $92,240-94.8% | $70,126-93.1% |
| Participation rate | 46.2% | 68.7%-22.5pp | 76.5%-30.3pp | 69.5%-23.4pp |
| Annual return | 21.35% | 530.19%-508.8pp | 176.29%-154.9pp | 73.15%-51.8pp |
| Employer contribution / active EE | $681 | $2,471-72.4% | $3,680-81.5% | $2,343-70.9% |
| Participant deferral / active EE | $818 | $2,854-71.3% | $3,897-79.0% | $3,332-75.4% |
| Admin fee / account holder | $295 | $3,841-92.3% | $5,194-94.3% | $4,645-93.7% |