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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 | $2,671 | $42,383-93.7% | $76,523-96.5% | $64,181-95.8% |
| Participation rate | 49.3% | 58.1%-8.8pp | 68.0%-18.7pp | 69.6%-20.3pp |
| Annual return | 2634.35% | -16.54%+2650.9pp | -0.27%+2634.6pp | 7.63%+2626.7pp |
| Employer contribution / active EE | $270 | $1,563-82.7% | $2,647-89.8% | $2,381-88.7% |
| Participant deferral / active EE | $334 | $2,566-87.0% | $3,835-91.3% | $3,470-90.4% |
| Admin fee / account holder | $27 | $3,198-99.2% | $4,848-99.5% | $4,887-99.5% |