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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 | $8,908 | $46,745-80.9% | $60,547-85.3% | $52,331-83.0% |
| Participation rate | 38.6% | 58.6%-20.0pp | 68.0%-29.4pp | 68.1%-29.5pp |
| Annual return | 57.21% | 0.61%+56.6pp | 335.64%-278.4pp | 4.54%+52.7pp |
| Employer contribution / active EE | $295 | $1,259-76.6% | $2,419-87.8% | $1,882-84.3% |
| Participant deferral / active EE | $679 | $2,145-68.3% | $3,328-79.6% | $3,022-77.5% |
| Admin fee / account holder | $152 | $537-71.6% | $4,536-96.6% | $592-74.3% |