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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 | $3,317 | $34,316-90.3% | $74,722-95.6% | $72,975-95.5% |
| Participation rate | 10.8% | 42.4%-31.6pp | 54.5%-43.7pp | 69.5%-58.7pp |
| Annual return | 46.53% | 26.58%+19.9pp | 753.11%-706.6pp | 81.01%-34.5pp |
| Employer contribution / active EE | $119 | $692-82.9% | $1,084-89.1% | $2,440-95.1% |
| Participant deferral / active EE | $246 | $1,272-80.7% | $1,963-87.5% | $3,608-93.2% |
| Admin fee / account holder | $118 | $2,125-94.5% | $3,335-96.5% | $5,124-97.7% |