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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 | $2,284 | $77,920-97.1% | $149,723-98.5% | $75,177-97.0% |
| Participation rate | 63.9% | 65.6%-1.6pp | 78.8%-14.8pp | 67.2%-3.3pp |
| Annual return | 350.05% | 31.72%+318.3pp | 134.50%+215.6pp | 160.75%+189.3pp |
| Employer contribution / active EE | $1,107 | $3,138-64.7% | $4,821-77.0% | $2,671-58.6% |
| Participant deferral / active EE | $482 | $3,411-85.9% | $5,682-91.5% | $4,126-88.3% |
| Admin fee / account holder | $14 | $5,951-99.8% | $13,215-99.9% | $5,651-99.7% |