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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 | $2,538 | $34,316-92.6% | $74,723-96.6% | $72,976-96.5% |
| Participation rate | 43.3% | 42.4%+0.9pp | 54.5%-11.1pp | 69.5%-26.2pp |
| Annual return | 22.59% | 26.58%-4.0pp | 753.18%-730.6pp | 81.02%-58.4pp |
| Employer contribution / active EE | $180 | $692-74.0% | $1,084-83.4% | $2,440-92.6% |
| Participant deferral / active EE | $231 | $1,272-81.9% | $1,962-88.2% | $3,608-93.6% |
| Admin fee / account holder | $250 | $2,125-88.2% | $3,335-92.5% | $5,124-95.1% |