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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 | $5,777 | $85,766-93.3% | $136,298-95.8% | $70,126-91.8% |
| Participation rate | 44.2% | 74.2%-30.0pp | 81.9%-37.7pp | 69.5%-25.4pp |
| Annual return | 36.71% | 31.46%+5.3pp | 5156.27%-5119.6pp | 73.15%-36.4pp |
| Employer contribution / active EE | $761 | $2,966-74.3% | $4,696-83.8% | $2,343-67.5% |
| Participant deferral / active EE | $1,524 | $5,051-69.8% | $6,247-75.6% | $3,332-54.3% |
| Admin fee / account holder | $66 | $5,421-98.8% | $9,244-99.3% | $4,645-98.6% |