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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 | $2,713 | $49,896-94.6% | $80,627-96.6% | $75,173-96.4% |
| Participation rate | 20.0% | 55.3%-35.3pp | 67.0%-47.0pp | 67.2%-47.2pp |
| Annual return | 31.44% | 34.67%-3.2pp | 936.76%-905.3pp | 160.72%-129.3pp |
| Employer contribution / active EE | $412 | $1,699-75.8% | $2,723-84.9% | $2,671-84.6% |
| Participant deferral / active EE | $482 | $2,992-83.9% | $4,443-89.2% | $4,126-88.3% |
| Admin fee / account holder | $23 | $3,578-99.4% | $5,381-99.6% | $5,651-99.6% |