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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 | $3,494 | $56,431-93.8% | $130,788-97.3% | $87,485-96.0% |
| Participation rate | 43.2% | 58.9%-15.8pp | 70.1%-26.9pp | 68.9%-25.7pp |
| Annual return | 24.02% | 91.27%-67.3pp | 386.44%-362.4pp | 26.06%-2.0pp |
| Employer contribution / active EE | $343 | $1,549-77.9% | $3,558-90.4% | $2,596-86.8% |
| Participant deferral / active EE | $670 | $2,749-75.6% | $4,137-83.8% | $4,274-84.3% |
| Admin fee / account holder | $17 | $4,433-99.6% | $6,673-99.8% | $7,775-99.8% |