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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 | $2,507 | $60,139-95.8% | $90,461-97.2% | $79,856-96.9% |
| Participation rate | 48.4% | 65.0%-16.6pp | 72.7%-24.3pp | 69.6%-21.2pp |
| Annual return | 32.36% | 71.96%-39.6pp | 1294.76%-1262.4pp | 31.71%+0.6pp |
| Employer contribution / active EE | $211 | $2,069-89.8% | $3,264-93.5% | $2,471-91.5% |
| Participant deferral / active EE | $382 | $2,939-87.0% | $3,964-90.4% | $3,741-89.8% |
| Admin fee / account holder | $39 | $3,978-99.0% | $5,617-99.3% | $5,306-99.3% |