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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 | $1,169 | $71,057-98.4% | $93,654-98.8% | $80,874-98.6% |
| Participation rate | 40.0% | 60.4%-20.4pp | 68.7%-28.7pp | 67.6%-27.6pp |
| Annual return | 32.23% | 11.26%+21.0pp | 133.34%-101.1pp | 35.62%-3.4pp |
| Employer contribution / active EE | $491 | $1,564-68.6% | $2,421-79.7% | $2,756-82.2% |
| Participant deferral / active EE | $258 | $4,034-93.6% | $4,413-94.1% | $4,297-94.0% |
| Admin fee / account holder | $76 | $6,944-98.9% | $8,282-99.1% | $6,935-98.9% |