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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 | $5,313 | $49,896-89.4% | $80,627-93.4% | $75,173-92.9% |
| Participation rate | 26.9% | 55.3%-28.4pp | 67.0%-40.1pp | 67.2%-40.3pp |
| Annual return | 35.12% | 34.67%+0.4pp | 936.76%-901.6pp | 160.72%-125.6pp |
| Employer contribution / active EE | $435 | $1,699-74.4% | $2,723-84.0% | $2,671-83.7% |
| Participant deferral / active EE | $626 | $2,992-79.1% | $4,443-85.9% | $4,126-84.8% |
| Admin fee / account holder | $100 | $3,578-97.2% | $5,381-98.1% | $5,651-98.2% |