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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 | $4,335 | $103,008-95.8% | $90,304-95.2% | $152,897-97.2% |
| Participation rate | 28.6% | 75.9%-47.3pp | 73.3%-44.7pp | 82.5%-53.9pp |
| Annual return | 27.98% | 95.22%-67.2pp | 78.13%-50.2pp | 345.43%-317.5pp |
| Employer contribution / active EE | $868 | $3,139-72.4% | $2,855-69.6% | $4,764-81.8% |
| Participant deferral / active EE | $125 | $4,281-97.1% | $3,885-96.8% | $5,851-97.9% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |