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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 | $1,888 | $55,930-96.6% | $76,089-97.5% | $80,925-97.7% |
| Participation rate | 43.8% | 62.1%-18.3pp | 69.1%-25.3pp | 67.7%-23.9pp |
| Annual return | 41.15% | 20.58%+20.6pp | 360.94%-319.8pp | 35.65%+5.5pp |
| Employer contribution / active EE | $405 | $1,866-78.3% | $2,690-85.0% | $2,756-85.3% |
| Participant deferral / active EE | $630 | $3,051-79.3% | $4,259-85.2% | $4,299-85.3% |
| Admin fee / account holder | $14 | $5,241-99.7% | $6,418-99.8% | $6,940-99.8% |