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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 | $2,786 | $76,551-96.4% | $123,894-97.8% | $62,881-95.6% |
| Participation rate | 65.5% | 73.0%-7.5pp | 81.4%-15.9pp | 69.3%-3.8pp |
| Annual return | 223.64% | 18.68%+205.0pp | 47.52%+176.1pp | 20.14%+203.5pp |
| Employer contribution / active EE | $658 | $2,882-77.2% | $4,617-85.8% | $2,281-71.2% |
| Participant deferral / active EE | $1,693 | $4,840-65.0% | $5,984-71.7% | $3,203-47.1% |
| Admin fee / account holder | $46 | $4,826-99.0% | $8,357-99.4% | $4,296-98.9% |