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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 | $6,288 | $46,599-86.5% | $64,101-90.2% | $75,173-91.6% |
| Participation rate | 23.0% | 65.9%-43.0pp | 72.3%-49.4pp | 67.2%-44.3pp |
| Annual return | 96.70% | 26.06%+70.6pp | 33.72%+63.0pp | 160.72%-64.0pp |
| Employer contribution / active EE | $442 | $1,975-77.6% | $2,749-83.9% | $2,671-83.5% |
| Participant deferral / active EE | $534 | $2,837-81.2% | $3,881-86.3% | $4,126-87.1% |
| Admin fee / account holder | $37 | $2,956-98.8% | $3,070-98.8% | $5,651-99.4% |