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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 | $18,394 | $93,617-80.4% | $135,982-86.5% | $75,177-75.5% |
| Participation rate | 52.9% | 75.2%-22.3pp | 81.9%-29.0pp | 67.2%-14.3pp |
| Annual return | 513.57% | 30.89%+482.7pp | 68.32%+445.2pp | 160.75%+352.8pp |
| Employer contribution / active EE | $1,705 | $3,538-51.8% | $4,859-64.9% | $2,671-36.2% |
| Participant deferral / active EE | $1,966 | $6,406-69.3% | $7,760-74.7% | $4,126-52.4% |
| Admin fee / account holder | $6 | $6,980-99.9% | $10,767-99.9% | $5,651-99.9% |