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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 | $5,709 | $63,346-91.0% | $92,239-93.8% | $70,124-91.9% |
| Participation rate | 27.7% | 68.7%-41.0pp | 76.5%-48.8pp | 69.5%-41.9pp |
| Annual return | 31.51% | 530.19%-498.7pp | 176.29%-144.8pp | 73.14%-41.6pp |
| Employer contribution / active EE | $512 | $2,471-79.3% | $3,680-86.1% | $2,342-78.1% |
| Participant deferral / active EE | $724 | $2,854-74.6% | $3,897-81.4% | $3,332-78.3% |
| Admin fee / account holder | $157 | $3,841-95.9% | $5,194-97.0% | $4,645-96.6% |