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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 | $5,414 | $85,766-93.7% | $136,298-96.0% | $70,126-92.3% |
| Participation rate | 35.5% | 74.2%-38.7pp | 81.9%-46.4pp | 69.5%-34.1pp |
| Annual return | 19.43% | 31.46%-12.0pp | 5156.27%-5136.8pp | 73.15%-53.7pp |
| Employer contribution / active EE | $535 | $2,966-82.0% | $4,696-88.6% | $2,343-77.2% |
| Participant deferral / active EE | $762 | $5,051-84.9% | $6,247-87.8% | $3,332-77.1% |
| Admin fee / account holder | $171 | $5,421-96.8% | $9,244-98.1% | $4,645-96.3% |