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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 | $7,520 | $59,804-87.4% | $81,982-90.8% | $79,856-90.6% |
| Participation rate | 20.3% | 61.6%-41.3pp | 69.3%-49.0pp | 69.6%-49.4pp |
| Annual return | 50.52% | 17.56%+33.0pp | 41.31%+9.2pp | 31.71%+18.8pp |
| Employer contribution / active EE | $607 | $1,713-64.6% | $2,498-75.7% | $2,471-75.4% |
| Participant deferral / active EE | $744 | $2,695-72.4% | $3,722-80.0% | $3,741-80.1% |
| Admin fee / account holder | $33 | $4,288-99.2% | $5,665-99.4% | $5,306-99.4% |