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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 | $4,313 | $45,566-90.5% | $64,105-93.3% | $59,633-92.8% |
| Participation rate | 36.1% | 60.2%-24.1pp | 68.2%-32.1pp | 68.7%-32.6pp |
| Annual return | 29.14% | 4.95%+24.2pp | 791.24%-762.1pp | 2041.45%-2012.3pp |
| Employer contribution / active EE | $470 | $934-49.7% | $1,820-74.2% | $2,203-78.7% |
| Participant deferral / active EE | $592 | $2,057-71.2% | $2,822-79.0% | $3,192-81.5% |
| Admin fee / account holder | $147 | $3,268-95.5% | $4,499-96.7% | $4,297-96.6% |