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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 | $2,195 | $56,110-96.1% | $94,993-97.7% | $70,126-96.9% |
| Participation rate | 41.5% | 65.0%-23.5pp | 73.9%-32.4pp | 69.5%-28.1pp |
| Annual return | 88.39% | 51.02%+37.4pp | 27.14%+61.2pp | 73.15%+15.2pp |
| Employer contribution / active EE | $338 | $1,442-76.5% | $2,603-87.0% | $2,343-85.6% |
| Participant deferral / active EE | $356 | $2,391-85.1% | $3,317-89.3% | $3,332-89.3% |
| Admin fee / account holder | $41 | $3,456-98.8% | $4,960-99.2% | $4,645-99.1% |