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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 | $3,201 | $102,245-96.9% | $89,340-96.4% | $137,256-97.7% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 22.75% | 21.89%+0.9pp | 20.57%+2.2pp | 220.34%-197.6pp |
| Employer contribution / active EE | $171 | $2,529-93.2% | $2,231-92.3% | $4,156-95.9% |
| Participant deferral / active EE | $330 | $4,436-92.6% | $3,823-91.4% | $6,407-94.8% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |