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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 | $7,786 | $48,011-83.8% | $63,803-87.8% | $82,637-90.6% |
| Participation rate | 45.9% | 66.6%-20.6pp | 72.7%-26.8pp | 68.1%-22.1pp |
| Annual return | 16.27% | 19.84%-3.6pp | 543.72%-527.5pp | 53.51%-37.2pp |
| Employer contribution / active EE | $422 | $1,904-77.8% | $2,532-83.3% | $2,552-83.5% |
| Participant deferral / active EE | $555 | $2,846-80.5% | $3,843-85.5% | $4,126-86.5% |
| Admin fee / account holder | $257 | $3,873-93.4% | $5,196-95.0% | $7,339-96.5% |