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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 | $2,561 | $77,920-96.7% | $149,723-98.3% | $75,177-96.6% |
| Participation rate | 43.5% | 65.6%-22.1pp | 78.8%-35.2pp | 67.2%-23.7pp |
| Annual return | 42.30% | 31.72%+10.6pp | 134.50%-92.2pp | 160.75%-118.5pp |
| Employer contribution / active EE | $991 | $3,138-68.4% | $4,821-79.4% | $2,671-62.9% |
| Participant deferral / active EE | $810 | $3,411-76.3% | $5,682-85.7% | $4,126-80.4% |
| Admin fee / account holder | $98 | $5,951-98.4% | $13,215-99.3% | $5,651-98.3% |