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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 | $5,146 | $58,311-91.2% | $81,882-93.7% | $80,959-93.6% |
| Participation rate | 28.3% | 63.5%-35.2pp | 72.4%-44.1pp | 67.7%-39.4pp |
| Annual return | 12.58% | 41.85%-29.3pp | 779.47%-766.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $343 | $2,347-85.4% | $2,916-88.2% | $2,757-87.6% |
| Participant deferral / active EE | $565 | $3,287-82.8% | $4,323-86.9% | $4,300-86.9% |
| Admin fee / account holder | $184 | $4,752-96.1% | $7,360-97.5% | $6,925-97.3% |