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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 | $3,678 | $49,897-92.6% | $80,648-95.4% | $75,177-95.1% |
| Participation rate | 42.5% | 55.3%-12.8pp | 67.0%-24.5pp | 67.2%-24.7pp |
| Annual return | 21.00% | 34.68%-13.7pp | 937.21%-916.2pp | 160.75%-139.7pp |
| Employer contribution / active EE | $381 | $1,699-77.6% | $2,724-86.0% | $2,671-85.7% |
| Participant deferral / active EE | $598 | $2,992-80.0% | $4,443-86.5% | $4,126-85.5% |
| Admin fee / account holder | $30 | $3,579-99.2% | $5,382-99.4% | $5,651-99.5% |