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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 | $3,619 | $73,978-95.1% | $96,515-96.3% | $75,173-95.2% |
| Participation rate | 42.3% | 66.4%-24.1pp | 74.3%-32.0pp | 67.2%-24.9pp |
| Annual return | 47.95% | 26.72%+21.2pp | 35.73%+12.2pp | 160.72%-112.8pp |
| Employer contribution / active EE | $835 | $2,931-71.5% | $3,740-77.7% | $2,671-68.7% |
| Participant deferral / active EE | $1,017 | $3,660-72.2% | $4,880-79.2% | $4,126-75.4% |
| Admin fee / account holder | $75 | $5,219-98.6% | $6,735-98.9% | $5,651-98.7% |