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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 | $5,078 | $85,766-94.1% | $136,297-96.3% | $70,124-92.8% |
| Participation rate | 36.1% | 74.2%-38.0pp | 81.9%-45.8pp | 69.5%-33.4pp |
| Annual return | 25.17% | 31.45%-6.3pp | 5156.19%-5131.0pp | 73.14%-48.0pp |
| Employer contribution / active EE | $520 | $2,966-82.5% | $4,696-88.9% | $2,342-77.8% |
| Participant deferral / active EE | $734 | $5,051-85.5% | $6,247-88.3% | $3,332-78.0% |
| Admin fee / account holder | $223 | $5,420-95.9% | $9,244-97.6% | $4,645-95.2% |