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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 | $5,889 | $52,279-88.7% | $89,414-93.4% | $79,852-92.6% |
| Participation rate | 21.6% | 57.5%-35.9pp | 68.0%-46.3pp | 69.6%-48.0pp |
| Annual return | 45.90% | 22.16%+23.7pp | 245.50%-199.6pp | 31.72%+14.2pp |
| Employer contribution / active EE | $269 | $1,572-82.9% | $2,586-89.6% | $2,471-89.1% |
| Participant deferral / active EE | $512 | $2,740-81.3% | $3,890-86.8% | $3,740-86.3% |
| Admin fee / account holder | $17 | $3,356-99.5% | $4,883-99.7% | $5,306-99.7% |