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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 | $4,618 | $57,312-91.9% | $86,617-94.7% | $75,181-93.9% |
| Participation rate | 40.0% | 63.2%-23.2pp | 71.7%-31.7pp | 67.2%-27.2pp |
| Annual return | 21.69% | 2672.78%-2651.1pp | 591.91%-570.2pp | 160.69%-139.0pp |
| Employer contribution / active EE | $433 | $2,315-81.3% | $3,023-85.7% | $2,671-83.8% |
| Participant deferral / active EE | $177 | $3,319-94.7% | $4,437-96.0% | $4,126-95.7% |
| Admin fee / account holder | $56 | $4,114-98.6% | $5,613-99.0% | $5,650-99.0% |