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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 | $3,301 | $37,436-91.2% | $77,513-95.7% | $79,858-95.9% |
| Participation rate | 16.7% | 41.5%-24.9pp | 54.2%-37.5pp | 69.6%-53.0pp |
| Annual return | 107.15% | 39.75%+67.4pp | 54.81%+52.3pp | 31.72%+75.4pp |
| Employer contribution / active EE | $167 | $637-73.8% | $987-83.1% | $2,471-93.3% |
| Participant deferral / active EE | $249 | $1,261-80.3% | $1,861-86.6% | $3,740-93.4% |
| Admin fee / account holder | $25 | $2,505-99.0% | $2,859-99.1% | $5,306-99.5% |