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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 | $2,616 | $90,486-97.1% | $78,676-96.7% | $273,972-99.0% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 47.42% | 75.62%-28.2pp | 62.19%-14.8pp | 41.46%+6.0pp |
| Employer contribution / active EE | $312 | $3,175-90.2% | $2,850-89.1% | $4,869-93.6% |
| Participant deferral / active EE | $403 | $3,901-89.7% | $3,517-88.5% | $5,287-92.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |