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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 | $2,790 | $43,423-93.6% | $78,676-96.5% | $55,167-94.9% |
| Participation rate | 40.2% | 68.0%-27.8pp | 73.6%-33.4pp | 69.0%-28.8pp |
| Annual return | 70.10% | 11.53%+58.6pp | 62.19%+7.9pp | 169.23%-99.1pp |
| Employer contribution / active EE | $336 | $1,997-83.2% | $2,850-88.2% | $1,963-82.9% |
| Participant deferral / active EE | $733 | $2,509-70.8% | $3,517-79.2% | $3,054-76.0% |
| Admin fee / account holder | $6 | $416-98.4% | $4,510-99.9% | $504-98.7% |