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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 | $3,313 | $102,385-96.8% | $147,080-97.7% | $80,935-95.9% |
| Participation rate | 45.2% | 75.9%-30.6pp | 82.2%-36.9pp | 67.7%-22.4pp |
| Annual return | 15.97% | 135.09%-119.1pp | 420.17%-404.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $893 | $3,717-76.0% | $4,933-81.9% | $2,757-67.6% |
| Participant deferral / active EE | $973 | $6,651-85.4% | $8,066-87.9% | $4,299-77.4% |
| Admin fee / account holder | $68 | $7,951-99.1% | $12,989-99.5% | $6,924-99.0% |