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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 | $3,627 | $98,776-96.3% | $149,745-97.6% | $79,856-95.5% |
| Participation rate | 34.7% | 75.8%-41.1pp | 82.5%-47.8pp | 69.6%-34.9pp |
| Annual return | 41.99% | 27.38%+14.6pp | 276.72%-234.7pp | 31.71%+10.3pp |
| Employer contribution / active EE | $781 | $3,217-75.7% | $4,646-83.2% | $2,471-68.4% |
| Participant deferral / active EE | $42 | $5,681-99.3% | $6,843-99.4% | $3,741-98.9% |
| Admin fee / account holder | $18 | $6,053-99.7% | $9,312-99.8% | $5,306-99.7% |