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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 | $7,059 | $56,431-87.5% | $130,788-94.6% | $87,485-91.9% |
| Participation rate | 42.9% | 58.9%-16.1pp | 70.1%-27.2pp | 68.9%-26.1pp |
| Annual return | 22.48% | 91.27%-68.8pp | 386.44%-364.0pp | 26.06%-3.6pp |
| Employer contribution / active EE | $269 | $1,549-82.6% | $3,558-92.4% | $2,596-89.6% |
| Participant deferral / active EE | $331 | $2,749-88.0% | $4,137-92.0% | $4,274-92.2% |
| Admin fee / account holder | $293 | $4,433-93.4% | $6,673-95.6% | $7,775-96.2% |