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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 | $3,106 | $35,183-91.2% | $73,550-95.8% | $70,126-95.6% |
| Participation rate | 22.2% | 42.9%-20.7pp | 54.9%-32.7pp | 69.5%-47.3pp |
| Annual return | 37.25% | 26.90%+10.4pp | -15.16%+52.4pp | 73.15%-35.9pp |
| Employer contribution / active EE | $281 | $709-60.4% | $1,219-77.0% | $2,343-88.0% |
| Participant deferral / active EE | $344 | $1,220-71.8% | $1,804-80.9% | $3,332-89.7% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |