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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 | $4,487 | $91,179-95.1% | $178,499-97.5% | $79,852-94.4% |
| Participation rate | 36.8% | 69.2%-32.4pp | 81.9%-45.1pp | 69.6%-32.8pp |
| Annual return | 41.55% | 24.19%+17.4pp | 151.10%-109.6pp | 31.72%+9.8pp |
| Employer contribution / active EE | $819 | $3,256-74.9% | $5,011-83.7% | $2,471-66.9% |
| Participant deferral / active EE | $853 | $3,236-73.6% | $5,202-83.6% | $3,740-77.2% |
| Admin fee / account holder | $278 | $6,749-95.9% | $13,986-98.0% | $5,306-94.8% |