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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 | $7,035 | $46,534-84.9% | $64,097-89.0% | $75,177-90.6% |
| Participation rate | 19.6% | 65.9%-46.4pp | 72.3%-52.8pp | 67.2%-47.6pp |
| Annual return | 123.75% | 26.07%+97.7pp | 33.75%+90.0pp | 160.75%-37.0pp |
| Employer contribution / active EE | $699 | $1,976-64.6% | $2,750-74.6% | $2,671-73.8% |
| Participant deferral / active EE | $578 | $2,835-79.6% | $3,881-85.1% | $4,126-86.0% |
| Admin fee / account holder | $0 | $2,957-100.0% | $3,070-100.0% | $5,651-100.0% |