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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 | $4,044 | $60,119-93.3% | $90,430-95.5% | $79,858-94.9% |
| Participation rate | 40.0% | 65.0%-25.0pp | 72.7%-32.7pp | 69.6%-29.6pp |
| Annual return | 12.11% | 71.94%-59.8pp | 1293.73%-1281.6pp | 31.72%-19.6pp |
| Employer contribution / active EE | $214 | $2,068-89.6% | $3,262-93.4% | $2,471-91.3% |
| Participant deferral / active EE | $273 | $2,938-90.7% | $3,963-93.1% | $3,740-92.7% |
| Admin fee / account holder | $99 | $3,976-97.5% | $5,613-98.2% | $5,306-98.1% |