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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 | $6,688 | $77,145-91.3% | $108,410-93.8% | $85,856-92.2% |
| Participation rate | 30.2% | 74.7%-44.4pp | 80.1%-49.9pp | 69.3%-39.1pp |
| Annual return | 21.00% | 44.54%-23.5pp | 905.34%-884.3pp | 318.58%-297.6pp |
| Employer contribution / active EE | $346 | $2,379-85.5% | $3,558-90.3% | $2,565-86.5% |
| Participant deferral / active EE | $954 | $5,566-82.9% | $6,562-85.5% | $3,952-75.9% |
| Admin fee / account holder | $252 | $5,172-95.1% | $7,296-96.5% | $6,261-96.0% |