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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 | $5,995 | $103,392-94.2% | $87,104-93.1% | $152,897-96.1% |
| Participation rate | 20.0% | 79.4%-59.4pp | 76.9%-56.9pp | 82.5%-62.5pp |
| Annual return | 53.09% | 28.10%+25.0pp | 28.19%+24.9pp | 345.43%-292.3pp |
| Employer contribution / active EE | $964 | $3,221-70.1% | $2,521-61.8% | $4,764-79.8% |
| Participant deferral / active EE | $1,199 | $4,778-74.9% | $4,048-70.4% | $5,851-79.5% |
| Admin fee / account holder | $27 | $12,194-99.8% | $7,491-99.6% | $11,599-99.8% |