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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 | $5,510 | $52,279-89.5% | $89,414-93.8% | $79,852-93.1% |
| Participation rate | 21.7% | 57.5%-35.9pp | 68.0%-46.3pp | 69.6%-48.0pp |
| Annual return | 42.77% | 22.16%+20.6pp | 245.50%-202.7pp | 31.72%+11.1pp |
| Employer contribution / active EE | $252 | $1,572-84.0% | $2,586-90.3% | $2,471-89.8% |
| Participant deferral / active EE | $660 | $2,740-75.9% | $3,890-83.0% | $3,740-82.4% |
| Admin fee / account holder | $295 | $3,356-91.2% | $4,883-94.0% | $5,306-94.4% |