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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 | $1,609 | $49,896-96.8% | $80,627-98.0% | $75,173-97.9% |
| Participation rate | 65.4% | 55.3%+10.1pp | 67.0%-1.6pp | 67.2%-1.8pp |
| Annual return | 30.78% | 34.67%-3.9pp | 936.76%-906.0pp | 160.72%-129.9pp |
| Employer contribution / active EE | $408 | $1,699-76.0% | $2,723-85.0% | $2,671-84.7% |
| Participant deferral / active EE | $445 | $2,992-85.1% | $4,443-90.0% | $4,126-89.2% |
| Admin fee / account holder | $11 | $3,578-99.7% | $5,381-99.8% | $5,651-99.8% |