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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 | $3,892 | $35,183-88.9% | $73,550-94.7% | $70,126-94.4% |
| Participation rate | 23.5% | 42.9%-19.4pp | 54.9%-31.4pp | 69.5%-46.0pp |
| Annual return | 22.13% | 26.90%-4.8pp | -15.16%+37.3pp | 73.15%-51.0pp |
| Employer contribution / active EE | $193 | $709-72.8% | $1,219-84.2% | $2,343-91.8% |
| Participant deferral / active EE | $259 | $1,220-78.8% | $1,804-85.7% | $3,332-92.2% |
| Admin fee / account holder | $2 | $2,302-99.9% | $2,320-99.9% | $4,645-100.0% |