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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 | $7,298 | $43,075-83.1% | $74,577-90.2% | $62,881-88.4% |
| Participation rate | 25.8% | 58.1%-32.3pp | 68.1%-42.4pp | 69.3%-43.5pp |
| Annual return | 127.91% | 17.50%+110.4pp | 20.47%+107.4pp | 20.14%+107.8pp |
| Employer contribution / active EE | $442 | $1,498-70.5% | $2,525-82.5% | $2,281-80.6% |
| Participant deferral / active EE | $606 | $2,389-74.6% | $3,458-82.5% | $3,203-81.1% |
| Admin fee / account holder | $84 | $2,840-97.1% | $4,138-98.0% | $4,296-98.1% |