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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 | $10,455 | $30,147-65.3% | $58,544-82.1% | $80,149-87.0% |
| Participation rate | 7.1% | 34.4%-27.3pp | 50.9%-43.8pp | 72.9%-65.8pp |
| Annual return | 26.17% | 21.97%+4.2pp | 4249.56%-4223.4pp | 40.39%-14.2pp |
| Employer contribution / active EE | $120 | $528-77.3% | $1,053-88.6% | $2,977-96.0% |
| Participant deferral / active EE | $248 | $1,249-80.2% | $1,923-87.1% | $5,015-95.1% |
| Admin fee / account holder | $78 | $195-59.9% | $2,520-96.9% | $145-46.2% |