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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 | $2,384 | $58,311-95.9% | $81,882-97.1% | $80,959-97.1% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 17.96% | 41.85%-23.9pp | 779.47%-761.5pp | 35.67%-17.7pp |
| Employer contribution / active EE | $786 | $2,347-66.5% | $2,916-73.0% | $2,757-71.5% |
| Participant deferral / active EE | $694 | $3,287-78.9% | $4,323-83.9% | $4,300-83.9% |
| Admin fee / account holder | $166 | $4,752-96.5% | $7,360-97.7% | $6,925-97.6% |