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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 | $5,934 | $63,342-90.6% | $92,236-93.6% | $70,131-91.5% |
| Participation rate | 48.3% | 68.7%-20.4pp | 76.5%-28.2pp | 69.5%-21.3pp |
| Annual return | 23.39% | 530.15%-506.8pp | 176.29%-152.9pp | 73.14%-49.8pp |
| Employer contribution / active EE | $844 | $2,471-65.8% | $3,679-77.1% | $2,342-64.0% |
| Participant deferral / active EE | $986 | $2,854-65.4% | $3,897-74.7% | $3,332-70.4% |
| Admin fee / account holder | $157 | $3,840-95.9% | $5,194-97.0% | $4,645-96.6% |