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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 | $60,119-94.8% | $90,430-96.6% | $79,858-96.1% |
| Participation rate | 21.7% | 65.0%-43.2pp | 72.7%-50.9pp | 69.6%-47.9pp |
| Annual return | 191.87% | 71.94%+119.9pp | 1293.73%-1101.9pp | 31.72%+160.2pp |
| Employer contribution / active EE | $314 | $2,068-84.8% | $3,262-90.4% | $2,471-87.3% |
| Participant deferral / active EE | $353 | $2,938-88.0% | $3,963-91.1% | $3,740-90.6% |
| Admin fee / account holder | $290 | $3,976-92.7% | $5,613-94.8% | $5,306-94.5% |