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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 | $3,701 | $52,279-92.9% | $89,414-95.9% | $79,852-95.4% |
| Participation rate | 55.6% | 57.5%-2.0pp | 68.0%-12.4pp | 69.6%-14.1pp |
| Annual return | 27.68% | 22.16%+5.5pp | 245.50%-217.8pp | 31.72%-4.0pp |
| Employer contribution / active EE | $341 | $1,572-78.3% | $2,586-86.8% | $2,471-86.2% |
| Participant deferral / active EE | $746 | $2,740-72.8% | $3,890-80.8% | $3,740-80.1% |
| Admin fee / account holder | $11 | $3,356-99.7% | $4,883-99.8% | $5,306-99.8% |