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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 | $7,321 | $62,592-88.3% | $85,709-91.5% | $85,847-91.5% |
| Participation rate | 19.4% | 61.1%-41.7pp | 69.9%-50.5pp | 69.3%-49.9pp |
| Annual return | 24.23% | 23.77%+0.5pp | 21.49%+2.7pp | 318.61%-294.4pp |
| Employer contribution / active EE | $450 | $1,755-74.4% | $2,619-82.8% | $2,565-82.5% |
| Participant deferral / active EE | $615 | $2,802-78.1% | $3,924-84.3% | $3,952-84.5% |
| Admin fee / account holder | $12 | $4,643-99.7% | $6,876-99.8% | $6,261-99.8% |