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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 | $1,935 | $60,119-96.8% | $90,430-97.9% | $79,858-97.6% |
| Participation rate | 60.0% | 65.0%-5.0pp | 72.7%-12.7pp | 69.6%-9.6pp |
| Annual return | 39.16% | 71.94%-32.8pp | 1293.73%-1254.6pp | 31.72%+7.4pp |
| Employer contribution / active EE | $559 | $2,068-73.0% | $3,262-82.9% | $2,471-77.4% |
| Participant deferral / active EE | $568 | $2,938-80.7% | $3,963-85.7% | $3,740-84.8% |
| Admin fee / account holder | $138 | $3,976-96.5% | $5,613-97.5% | $5,306-97.4% |