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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 | $2,030 | $60,128-96.6% | $90,440-97.8% | $79,852-97.5% |
| Participation rate | 69.7% | 65.0%+4.7pp | 72.7%-3.0pp | 69.6%+0.1pp |
| Annual return | 25.45% | 71.95%-46.5pp | 1294.38%-1268.9pp | 31.72%-6.3pp |
| Employer contribution / active EE | $399 | $2,068-80.7% | $3,263-87.8% | $2,471-83.9% |
| Participant deferral / active EE | $410 | $2,939-86.0% | $3,964-89.6% | $3,740-89.0% |
| Admin fee / account holder | $252 | $3,977-93.7% | $5,615-95.5% | $5,306-95.3% |