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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 | $4,350 | $77,638-94.4% | $156,551-97.2% | $62,881-93.1% |
| Participation rate | 37.6% | 71.2%-33.6pp | 84.0%-46.4pp | 69.3%-31.7pp |
| Annual return | 70.33% | 50.33%+20.0pp | 32.23%+38.1pp | 20.14%+50.2pp |
| Employer contribution / active EE | $470 | $3,444-86.4% | $5,501-91.5% | $2,281-79.4% |
| Participant deferral / active EE | $565 | $3,046-81.4% | $4,871-88.4% | $3,203-82.4% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |