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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 | $6,195 | $58,241-89.4% | $81,780-92.4% | $80,911-92.3% |
| Participation rate | 40.0% | 63.4%-23.4pp | 72.4%-32.4pp | 67.6%-27.6pp |
| Annual return | 16.88% | 41.73%-24.8pp | 776.27%-759.4pp | 35.63%-18.7pp |
| Employer contribution / active EE | $408 | $2,343-82.6% | $2,914-86.0% | $2,756-85.2% |
| Participant deferral / active EE | $443 | $3,283-86.5% | $4,321-89.7% | $4,297-89.7% |
| Admin fee / account holder | $280 | $4,973-94.4% | $7,384-96.2% | $6,935-96.0% |