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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 | $2,508 | $62,672-96.0% | $185,117-98.6% | $70,124-96.4% |
| Participation rate | 42.4% | 63.8%-21.4pp | 77.3%-34.8pp | 69.5%-27.1pp |
| Annual return | 33.64% | 40.79%-7.2pp | 40.50%-6.9pp | 73.14%-39.5pp |
| Employer contribution / active EE | $356 | $1,753-79.7% | $4,182-91.5% | $2,342-84.8% |
| Participant deferral / active EE | $431 | $3,272-86.8% | $5,045-91.5% | $3,332-87.1% |
| Admin fee / account holder | $3 | $3,932-99.9% | $8,159-100.0% | $4,645-99.9% |