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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 | $2,290 | $60,128-96.2% | $90,440-97.5% | $79,852-97.1% |
| Participation rate | 48.4% | 65.0%-16.6pp | 72.7%-24.3pp | 69.6%-21.3pp |
| Annual return | 58.28% | 71.95%-13.7pp | 1294.38%-1236.1pp | 31.72%+26.6pp |
| Employer contribution / active EE | $373 | $2,068-82.0% | $3,263-88.6% | $2,471-84.9% |
| Participant deferral / active EE | $571 | $2,939-80.6% | $3,964-85.6% | $3,740-84.7% |
| Admin fee / account holder | $15 | $3,977-99.6% | $5,615-99.7% | $5,306-99.7% |