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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 | $3,706 | $56,060-93.4% | $76,002-95.1% | $80,874-95.4% |
| Participation rate | 42.5% | 62.0%-19.5pp | 69.1%-26.6pp | 67.6%-25.1pp |
| Annual return | 23.93% | 20.54%+3.4pp | 360.07%-336.1pp | 35.62%-11.7pp |
| Employer contribution / active EE | $620 | $1,873-66.9% | $2,688-76.9% | $2,756-77.5% |
| Participant deferral / active EE | $953 | $3,051-68.8% | $4,257-77.6% | $4,297-77.8% |
| Admin fee / account holder | $36 | $5,237-99.3% | $6,414-99.4% | $6,935-99.5% |