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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 | $3,684 | $70,684-94.8% | $169,397-97.8% | $75,177-95.1% |
| Participation rate | 58.3% | 64.8%-6.5pp | 77.2%-18.8pp | 67.2%-8.9pp |
| Annual return | 28.77% | 36.38%-7.6pp | 406.23%-377.5pp | 160.75%-132.0pp |
| Employer contribution / active EE | $530 | $2,211-76.0% | $4,013-86.8% | $2,671-80.1% |
| Participant deferral / active EE | $787 | $4,310-81.7% | $6,223-87.4% | $4,126-80.9% |
| Admin fee / account holder | $17 | $5,404-99.7% | $9,017-99.8% | $5,651-99.7% |