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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 | $4,488 | $77,920-94.2% | $149,723-97.0% | $75,177-94.0% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 64.59% | 31.72%+32.9pp | 134.50%-69.9pp | 160.75%-96.2pp |
| Employer contribution / active EE | $760 | $3,138-75.8% | $4,821-84.2% | $2,671-71.6% |
| Participant deferral / active EE | $818 | $3,411-76.0% | $5,682-85.6% | $4,126-80.2% |
| Admin fee / account holder | $231 | $5,951-96.1% | $13,215-98.2% | $5,651-95.9% |