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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 | $3,103 | $60,139-94.8% | $90,461-96.6% | $79,856-96.1% |
| Participation rate | 21.7% | 65.0%-43.3pp | 72.7%-51.0pp | 69.6%-47.9pp |
| Annual return | 191.87% | 71.96%+119.9pp | 1294.76%-1102.9pp | 31.71%+160.2pp |
| Employer contribution / active EE | $314 | $2,069-84.8% | $3,264-90.4% | $2,471-87.3% |
| Participant deferral / active EE | $353 | $2,939-88.0% | $3,964-91.1% | $3,741-90.6% |
| Admin fee / account holder | $290 | $3,978-92.7% | $5,617-94.8% | $5,306-94.5% |