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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 | $7,720 | $70,684-89.1% | $169,390-95.4% | $75,173-89.7% |
| Participation rate | 19.2% | 64.8%-45.6pp | 77.2%-57.9pp | 67.2%-48.0pp |
| Annual return | 26.27% | 36.38%-10.1pp | 406.07%-379.8pp | 160.72%-134.5pp |
| Employer contribution / active EE | $469 | $2,211-78.8% | $4,013-88.3% | $2,671-82.4% |
| Participant deferral / active EE | $645 | $4,310-85.0% | $6,222-89.6% | $4,126-84.4% |
| Admin fee / account holder | $286 | $5,404-94.7% | $9,015-96.8% | $5,651-94.9% |