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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 | $4,494 | $61,125-92.6% | $94,057-95.2% | $87,485-94.9% |
| Participation rate | 14.9% | 64.1%-49.2pp | 73.3%-58.5pp | 68.9%-54.0pp |
| Annual return | 19.73% | 35.20%-15.5pp | 480.62%-460.9pp | 26.06%-6.3pp |
| Employer contribution / active EE | $211 | $2,136-90.1% | $2,933-92.8% | $2,596-91.9% |
| Participant deferral / active EE | $308 | $3,260-90.5% | $4,709-93.4% | $4,274-92.8% |
| Admin fee / account holder | $266 | $5,629-95.3% | $7,244-96.3% | $7,775-96.6% |