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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 | $2,384 | $60,128-96.0% | $90,440-97.4% | $79,852-97.0% |
| Participation rate | 63.6% | 65.0%-1.4pp | 72.7%-9.1pp | 69.6%-6.0pp |
| Annual return | 22.28% | 71.95%-49.7pp | 1294.38%-1272.1pp | 31.72%-9.4pp |
| Employer contribution / active EE | $274 | $2,068-86.8% | $3,263-91.6% | $2,471-88.9% |
| Participant deferral / active EE | $603 | $2,939-79.5% | $3,964-84.8% | $3,740-83.9% |
| Admin fee / account holder | $286 | $3,977-92.8% | $5,615-94.9% | $5,306-94.6% |