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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 | $4,487 | $63,346-92.9% | $92,239-95.1% | $70,124-93.6% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 20.77% | 530.19%-509.4pp | 176.29%-155.5pp | 73.14%-52.4pp |
| Employer contribution / active EE | $555 | $2,471-77.5% | $3,680-84.9% | $2,342-76.3% |
| Participant deferral / active EE | $883 | $2,854-69.0% | $3,897-77.3% | $3,332-73.5% |
| Admin fee / account holder | $70 | $3,841-98.2% | $5,194-98.7% | $4,645-98.5% |