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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 | $4,536 | $98,766-95.4% | $149,730-97.0% | $79,852-94.3% |
| Participation rate | 65.6% | 75.8%-10.2pp | 82.5%-16.9pp | 69.6%-4.1pp |
| Annual return | 64.38% | 27.43%+37.0pp | 276.70%-212.3pp | 31.72%+32.7pp |
| Employer contribution / active EE | $698 | $3,217-78.3% | $4,645-85.0% | $2,471-71.8% |
| Participant deferral / active EE | $1,697 | $5,681-70.1% | $6,843-75.2% | $3,740-54.6% |
| Admin fee / account holder | $72 | $6,052-98.8% | $9,310-99.2% | $5,306-98.7% |