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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 | $4,217 | $54,757-92.3% | $90,300-95.3% | $72,983-94.2% |
| Participation rate | 34.0% | 65.1%-31.1pp | 73.3%-39.3pp | 69.5%-35.5pp |
| Annual return | 78.70% | 30.63%+48.1pp | 78.11%+0.6pp | 81.01%-2.3pp |
| Employer contribution / active EE | $469 | $2,092-77.6% | $2,854-83.6% | $2,440-80.8% |
| Participant deferral / active EE | $702 | $2,887-75.7% | $3,884-81.9% | $3,608-80.5% |
| Admin fee / account holder | $21 | $3,972-99.5% | $5,353-99.6% | $5,124-99.6% |