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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 | $4,017 | $49,897-91.9% | $80,648-95.0% | $75,177-94.7% |
| Participation rate | 16.1% | 55.3%-39.2pp | 67.0%-50.9pp | 67.2%-51.1pp |
| Annual return | 32.87% | 34.68%-1.8pp | 937.21%-904.3pp | 160.75%-127.9pp |
| Employer contribution / active EE | $331 | $1,699-80.5% | $2,724-87.8% | $2,671-87.6% |
| Participant deferral / active EE | $442 | $2,992-85.2% | $4,443-90.0% | $4,126-89.3% |
| Admin fee / account holder | $8 | $3,579-99.8% | $5,382-99.9% | $5,651-99.9% |