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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 | $6,136 | $85,766-92.8% | $136,298-95.5% | $70,126-91.2% |
| Participation rate | 49.4% | 74.2%-24.8pp | 81.9%-32.6pp | 69.5%-20.2pp |
| Annual return | 68.36% | 31.46%+36.9pp | 5156.27%-5087.9pp | 73.15%-4.8pp |
| Employer contribution / active EE | $1,250 | $2,966-57.9% | $4,696-73.4% | $2,343-46.7% |
| Participant deferral / active EE | $1,546 | $5,051-69.4% | $6,247-75.3% | $3,332-53.6% |
| Admin fee / account holder | $118 | $5,421-97.8% | $9,244-98.7% | $4,645-97.5% |