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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 | $2,421 | $52,580-95.4% | $71,671-96.6% | $70,126-96.5% |
| Participation rate | 38.9% | 60.9%-22.0pp | 68.7%-29.9pp | 69.5%-30.7pp |
| Annual return | 50.24% | 20.25%+30.0pp | 20.65%+29.6pp | 73.15%-22.9pp |
| Employer contribution / active EE | $332 | $1,616-79.4% | $2,460-86.5% | $2,343-85.8% |
| Participant deferral / active EE | $479 | $2,386-79.9% | $3,438-86.1% | $3,332-85.6% |
| Admin fee / account holder | $34 | $3,653-99.1% | $5,558-99.4% | $4,645-99.3% |