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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 | $5,395 | $85,171-93.7% | $172,752-96.9% | $72,975-92.6% |
| Participation rate | 49.0% | 70.1%-21.0pp | 82.6%-33.6pp | 69.5%-20.5pp |
| Annual return | 54.89% | 27.32%+27.6pp | 802.97%-748.1pp | 81.01%-26.1pp |
| Employer contribution / active EE | $413 | $3,324-87.6% | $5,144-92.0% | $2,440-83.1% |
| Participant deferral / active EE | $521 | $3,260-84.0% | $5,198-90.0% | $3,608-85.5% |
| Admin fee / account holder | $60 | $5,880-99.0% | $13,955-99.6% | $5,124-98.8% |