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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 | $2,438 | $76,407-96.8% | $150,298-98.4% | $82,448-97.0% |
| Participation rate | 41.6% | 66.4%-24.8pp | 77.8%-36.2pp | 68.1%-26.5pp |
| Annual return | 20.24% | 39.99%-19.8pp | 62.79%-42.5pp | 41.64%-21.4pp |
| Employer contribution / active EE | $336 | $2,614-87.1% | $4,154-91.9% | $2,551-86.8% |
| Participant deferral / active EE | $354 | $3,214-89.0% | $5,453-93.5% | $4,139-91.4% |
| Admin fee / account holder | $63 | $6,352-99.0% | $14,116-99.6% | $7,234-99.1% |