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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 | $3,293 | $63,819-94.8% | $57,736-94.3% | $139,466-97.6% |
| Participation rate | 33.3% | 65.7%-32.4pp | 64.8%-31.4pp | 80.3%-47.0pp |
| Annual return | 126.18% | 27.50%+98.7pp | 43.59%+82.6pp | 373.66%-247.5pp |
| Employer contribution / active EE | $387 | $2,754-85.9% | $2,452-84.2% | $4,754-91.9% |
| Participant deferral / active EE | $535 | $5,353-90.0% | $4,672-88.6% | $6,712-92.0% |
| Admin fee / account holder | $12 | $1,300-99.1% | $1,502-99.2% | $11,409-99.9% |