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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 | $8,597 | $52,279-83.6% | $89,414-90.4% | $79,852-89.2% |
| Participation rate | 19.0% | 57.5%-38.5pp | 68.0%-48.9pp | 69.6%-50.6pp |
| Annual return | 67.05% | 22.16%+44.9pp | 245.50%-178.5pp | 31.72%+35.3pp |
| Employer contribution / active EE | $294 | $1,572-81.3% | $2,586-88.6% | $2,471-88.1% |
| Participant deferral / active EE | $654 | $2,740-76.1% | $3,890-83.2% | $3,740-82.5% |
| Admin fee / account holder | $23 | $3,356-99.3% | $4,883-99.5% | $5,306-99.6% |