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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 | $4,372 | $46,599-90.6% | $64,101-93.2% | $75,173-94.2% |
| Participation rate | 17.2% | 65.9%-48.7pp | 72.3%-55.1pp | 67.2%-50.0pp |
| Annual return | 36.55% | 26.06%+10.5pp | 33.72%+2.8pp | 160.72%-124.2pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $599 | $2,837-78.9% | $3,881-84.6% | $4,126-85.5% |
| Admin fee / account holder | $59 | $2,956-98.0% | $3,070-98.1% | $5,651-99.0% |