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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 | $3,683 | $104,251-96.5% | $91,004-96.0% | $147,586-97.5% |
| Participation rate | 46.7% | 78.2%-31.6pp | 75.6%-28.9pp | 82.8%-36.2pp |
| Annual return | 34.53% | 27.06%+7.5pp | 4.60%+29.9pp | 578.59%-544.1pp |
| Employer contribution / active EE | $593 | $3,116-81.0% | $2,456-75.9% | $4,876-87.8% |
| Participant deferral / active EE | $778 | $4,195-81.5% | $3,548-78.1% | $5,439-85.7% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |