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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 | $2,479 | $49,199-95.0% | $121,204-98.0% | $75,173-96.7% |
| Participation rate | 51.9% | 55.4%-3.6pp | 69.5%-17.7pp | 67.2%-15.4pp |
| Annual return | 58.53% | 56.04%+2.5pp | 987.18%-928.6pp | 160.72%-102.2pp |
| Employer contribution / active EE | $546 | $1,547-64.7% | $4,170-86.9% | $2,671-79.6% |
| Participant deferral / active EE | $302 | $2,630-88.5% | $4,083-92.6% | $4,126-92.7% |
| Admin fee / account holder | $31 | $3,946-99.2% | $5,651-99.4% | $5,651-99.4% |