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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 | $2,062 | $64,324-96.8% | $118,946-98.3% | $79,852-97.4% |
| Participation rate | 58.0% | 64.9%-6.9pp | 75.4%-17.4pp | 69.6%-11.6pp |
| Annual return | 65.86% | 86.45%-20.6pp | 35.89%+30.0pp | 31.72%+34.1pp |
| Employer contribution / active EE | $504 | $1,836-72.5% | $3,263-84.5% | $2,471-79.6% |
| Participant deferral / active EE | $768 | $2,824-72.8% | $4,266-82.0% | $3,740-79.5% |
| Admin fee / account holder | $46 | $4,040-98.9% | $6,581-99.3% | $5,306-99.1% |