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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 | $3,732 | $112,935-96.7% | $90,970-95.9% | $158,966-97.7% |
| Participation rate | 42.1% | 74.7%-32.6pp | 69.0%-26.9pp | 82.0%-39.9pp |
| Annual return | 53.82% | 215.79%-162.0pp | 134.58%-80.8pp | 302.95%-249.1pp |
| Employer contribution / active EE | $518 | $2,895-82.1% | $2,122-75.6% | $4,762-89.1% |
| Participant deferral / active EE | $663 | $4,129-83.9% | $3,373-80.3% | $5,983-88.9% |
| Admin fee / account holder | $24 | $8,045-99.7% | $5,960-99.6% | $11,250-99.8% |