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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 | $6,514 | $65,555-90.1% | $86,216-92.4% | $75,173-91.3% |
| Participation rate | 48.5% | 60.5%-12.0pp | 69.0%-20.5pp | 67.2%-18.7pp |
| Annual return | 24.87% | 46.07%-21.2pp | 1169.42%-1144.5pp | 160.72%-135.9pp |
| Employer contribution / active EE | $600 | $1,553-61.4% | $2,382-74.8% | $2,671-77.5% |
| Participant deferral / active EE | $898 | $3,023-70.3% | $3,986-77.5% | $4,126-78.2% |
| Admin fee / account holder | $159 | $5,469-97.1% | $6,853-97.7% | $5,651-97.2% |