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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 | $4,001 | $73,107-94.5% | $114,563-96.5% | $87,485-95.4% |
| Participation rate | 60.0% | 65.8%-5.8pp | 72.9%-12.9pp | 68.9%-8.9pp |
| Annual return | 31.62% | 19.47%+12.1pp | 241.09%-209.5pp | 26.06%+5.6pp |
| Employer contribution / active EE | $594 | $1,881-68.4% | $2,592-77.1% | $2,596-77.1% |
| Participant deferral / active EE | $640 | $3,144-79.7% | $4,142-84.6% | $4,274-85.0% |
| Admin fee / account holder | $137 | $5,770-97.6% | $7,623-98.2% | $7,775-98.2% |