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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 | $14,520 | $45,566-68.1% | $64,105-77.3% | $59,633-75.7% |
| Participation rate | 65.0% | 60.2%+4.8pp | 68.2%-3.2pp | 68.7%-3.7pp |
| Annual return | 0.08% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $662 | $934-29.1% | $1,820-63.6% | $2,203-69.9% |
| Participant deferral / active EE | $678 | $2,057-67.0% | $2,822-76.0% | $3,192-78.8% |
| Admin fee / account holder | $89 | $3,268-97.3% | $4,499-98.0% | $4,297-97.9% |