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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 | $895 | $60,139-98.5% | $90,461-99.0% | $79,856-98.9% |
| Participation rate | 48.3% | 65.0%-16.7pp | 72.7%-24.4pp | 69.6%-21.4pp |
| Annual return | 27.18% | 71.96%-44.8pp | 1294.76%-1267.6pp | 31.71%-4.5pp |
| Employer contribution / active EE | $226 | $2,069-89.1% | $3,264-93.1% | $2,471-90.8% |
| Participant deferral / active EE | $277 | $2,939-90.6% | $3,964-93.0% | $3,741-92.6% |
| Admin fee / account holder | $74 | $3,978-98.1% | $5,617-98.7% | $5,306-98.6% |