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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 | $5,355 | $103,392-94.8% | $87,104-93.9% | $152,897-96.5% |
| Participation rate | 40.9% | 79.4%-38.4pp | 76.9%-36.0pp | 82.5%-41.5pp |
| Annual return | 62.42% | 28.10%+34.3pp | 28.19%+34.2pp | 345.43%-283.0pp |
| Employer contribution / active EE | $696 | $3,221-78.4% | $2,521-72.4% | $4,764-85.4% |
| Participant deferral / active EE | $1,142 | $4,778-76.1% | $4,048-71.8% | $5,851-80.5% |
| Admin fee / account holder | $39 | $12,194-99.7% | $7,491-99.5% | $11,599-99.7% |