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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 | $4,802 | $106,008-95.5% | $92,240-94.8% | $147,586-96.7% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 17.98% | 50.05%-32.1pp | 176.29%-158.3pp | 578.59%-560.6pp |
| Employer contribution / active EE | $826 | $4,333-80.9% | $3,680-77.6% | $4,876-83.1% |
| Participant deferral / active EE | $893 | $4,478-80.1% | $3,897-77.1% | $5,439-83.6% |
| Admin fee / account holder | $33 | $6,333-99.5% | $5,194-99.4% | $10,886-99.7% |