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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 | $3,812 | $65,423-94.2% | $98,477-96.1% | $85,856-95.6% |
| Participation rate | 57.1% | 65.0%-7.9pp | 73.3%-16.2pp | 69.3%-12.2pp |
| Annual return | 12.98% | 21.76%-8.8pp | 1493.59%-1480.6pp | 318.58%-305.6pp |
| Employer contribution / active EE | $208 | $2,168-90.4% | $2,961-93.0% | $2,565-91.9% |
| Participant deferral / active EE | $539 | $3,167-83.0% | $4,276-87.4% | $3,952-86.4% |
| Admin fee / account holder | $257 | $4,594-94.4% | $5,951-95.7% | $6,261-95.9% |