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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 | $3,221 | $55,684-94.2% | $75,900-95.8% | $72,976-95.6% |
| Participation rate | 15.4% | 61.1%-45.8pp | 69.3%-53.9pp | 69.5%-54.1pp |
| Annual return | 43.44% | 27.60%+15.8pp | 30.73%+12.7pp | 81.02%-37.6pp |
| Employer contribution / active EE | $392 | $1,687-76.8% | $2,501-84.3% | $2,440-84.0% |
| Participant deferral / active EE | $804 | $2,634-69.5% | $3,604-77.7% | $3,608-77.7% |
| Admin fee / account holder | $208 | $3,981-94.8% | $5,421-96.2% | $5,124-96.0% |