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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 | $1,175 | $75,541-98.4% | $152,093-99.2% | $82,637-98.6% |
| Participation rate | 62.1% | 66.5%-4.5pp | 77.8%-15.7pp | 68.1%-6.0pp |
| Annual return | 46.07% | 32.56%+13.5pp | 66.36%-20.3pp | 53.51%-7.4pp |
| Employer contribution / active EE | $441 | $2,622-83.2% | $4,175-89.4% | $2,552-82.7% |
| Participant deferral / active EE | $441 | $3,206-86.2% | $5,451-91.9% | $4,126-89.3% |
| Admin fee / account holder | $51 | $6,405-99.2% | $14,497-99.6% | $7,339-99.3% |