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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 | $55,902-93.4% | $76,030-95.1% | $80,959-95.4% |
| Participation rate | 42.5% | 62.1%-19.6pp | 69.1%-26.6pp | 67.7%-25.2pp |
| Annual return | 23.93% | 20.59%+3.3pp | 361.54%-337.6pp | 35.67%-11.7pp |
| Employer contribution / active EE | $620 | $1,867-66.8% | $2,688-76.9% | $2,757-77.5% |
| Participant deferral / active EE | $953 | $3,051-68.8% | $4,257-77.6% | $4,300-77.8% |
| Admin fee / account holder | $36 | $5,239-99.3% | $6,421-99.4% | $6,925-99.5% |