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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 | $5,749 | $60,139-90.4% | $90,461-93.6% | $79,856-92.8% |
| Participation rate | 25.3% | 65.0%-39.7pp | 72.7%-47.4pp | 69.6%-44.3pp |
| Annual return | 18.04% | 71.96%-53.9pp | 1294.76%-1276.7pp | 31.71%-13.7pp |
| Employer contribution / active EE | $268 | $2,069-87.1% | $3,264-91.8% | $2,471-89.2% |
| Participant deferral / active EE | $710 | $2,939-75.8% | $3,964-82.1% | $3,741-81.0% |
| Admin fee / account holder | $99 | $3,978-97.5% | $5,617-98.2% | $5,306-98.1% |