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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 | $1,106 | $29,319-96.2% | $52,425-97.9% | $82,448-98.7% |
| Participation rate | 39.1% | 46.9%-7.7pp | 55.6%-16.5pp | 68.1%-28.9pp |
| Annual return | 17.80% | 535.20%-517.4pp | 302.12%-284.3pp | 41.64%-23.8pp |
| Employer contribution / active EE | $87 | $586-85.1% | $914-90.4% | $2,551-96.6% |
| Participant deferral / active EE | $87 | $1,171-92.5% | $1,790-95.1% | $4,139-97.9% |
| Admin fee / account holder | $282 | $1,962-85.6% | $2,495-88.7% | $7,234-96.1% |