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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 | $4,181 | $57,305-92.7% | $86,640-95.2% | $75,173-94.4% |
| Participation rate | 22.2% | 63.2%-41.0pp | 71.7%-49.5pp | 67.2%-45.0pp |
| Annual return | 28.71% | 2674.24%-2645.5pp | 592.52%-563.8pp | 160.72%-132.0pp |
| Employer contribution / active EE | $299 | $2,316-87.1% | $3,024-90.1% | $2,671-88.8% |
| Participant deferral / active EE | $413 | $3,320-87.6% | $4,438-90.7% | $4,126-90.0% |
| Admin fee / account holder | $168 | $4,116-95.9% | $5,616-97.0% | $5,651-97.0% |