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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 | $4,339 | $61,125-92.9% | $94,057-95.4% | $87,485-95.0% |
| Participation rate | 36.8% | 64.1%-27.2pp | 73.3%-36.5pp | 68.9%-32.1pp |
| Annual return | 24.00% | 35.20%-11.2pp | 480.62%-456.6pp | 26.06%-2.1pp |
| Employer contribution / active EE | $1,165 | $2,136-45.5% | $2,933-60.3% | $2,596-55.1% |
| Participant deferral / active EE | $186 | $3,260-94.3% | $4,709-96.0% | $4,274-95.6% |
| Admin fee / account holder | $241 | $5,629-95.7% | $7,244-96.7% | $7,775-96.9% |