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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 | $2,806 | $46,596-94.0% | $64,099-95.6% | $75,181-96.3% |
| Participation rate | 43.6% | 65.9%-22.3pp | 72.3%-28.7pp | 67.2%-23.6pp |
| Annual return | 148.63% | 26.04%+122.6pp | 33.70%+114.9pp | 160.69%-12.1pp |
| Employer contribution / active EE | $411 | $1,975-79.2% | $2,748-85.1% | $2,671-84.6% |
| Participant deferral / active EE | $737 | $2,837-74.0% | $3,881-81.0% | $4,126-82.1% |
| Admin fee / account holder | $159 | $2,954-94.6% | $3,070-94.8% | $5,650-97.2% |