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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 | $2,081 | $48,364-95.7% | $71,796-97.1% | $62,881-96.7% |
| Participation rate | 23.7% | 60.6%-36.9pp | 69.1%-45.4pp | 69.3%-45.6pp |
| Annual return | 13.76% | 13.16%+0.6pp | 78.04%-64.3pp | 20.14%-6.4pp |
| Employer contribution / active EE | $187 | $1,042-82.1% | $1,924-90.3% | $2,281-91.8% |
| Participant deferral / active EE | $244 | $2,091-88.4% | $2,794-91.3% | $3,203-92.4% |
| Admin fee / account holder | $193 | $3,771-94.9% | $4,815-96.0% | $4,296-95.5% |