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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 | $6,753 | $50,947-86.7% | $74,549-90.9% | $64,173-89.5% |
| Participation rate | 46.9% | 61.1%-14.1pp | 69.1%-22.2pp | 69.6%-22.6pp |
| Annual return | 119.44% | -1.85%+121.3pp | 32.53%+86.9pp | 7.63%+111.8pp |
| Employer contribution / active EE | $490 | $1,115-56.0% | $1,961-75.0% | $2,381-79.4% |
| Participant deferral / active EE | $888 | $2,302-61.4% | $3,108-71.4% | $3,470-74.4% |
| Admin fee / account holder | $206 | $4,221-95.1% | $5,059-95.9% | $4,887-95.8% |