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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 | $3,577 | $60,128-94.1% | $90,440-96.0% | $79,852-95.5% |
| Participation rate | 53.6% | 65.0%-11.4pp | 72.7%-19.1pp | 69.6%-16.1pp |
| Annual return | 31.59% | 71.95%-40.4pp | 1294.38%-1262.8pp | 31.72%-0.1pp |
| Employer contribution / active EE | $368 | $2,068-82.2% | $3,263-88.7% | $2,471-85.1% |
| Participant deferral / active EE | $685 | $2,939-76.7% | $3,964-82.7% | $3,740-81.7% |
| Admin fee / account holder | $224 | $3,977-94.4% | $5,615-96.0% | $5,306-95.8% |