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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 | $11,261 | $45,566-75.3% | $64,105-82.4% | $59,633-81.1% |
| Participation rate | 64.5% | 60.2%+4.3pp | 68.2%-3.7pp | 68.7%-4.2pp |
| Annual return | 1.10% | 4.95%-3.8pp | 791.24%-790.1pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $275 | $934-70.6% | $1,820-84.9% | $2,203-87.5% |
| Participant deferral / active EE | $596 | $2,057-71.0% | $2,822-78.9% | $3,192-81.3% |
| Admin fee / account holder | $114 | $3,268-96.5% | $4,499-97.5% | $4,297-97.3% |