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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 | $4,906 | $58,828-91.7% | $78,002-93.7% | $62,881-92.2% |
| Participation rate | 32.3% | 71.1%-38.8pp | 75.5%-43.3pp | 69.3%-37.0pp |
| Annual return | 40.72% | 17.16%+23.6pp | 425.99%-385.3pp | 20.14%+20.6pp |
| Employer contribution / active EE | $579 | $1,672-65.4% | $2,470-76.6% | $2,281-74.6% |
| Participant deferral / active EE | $783 | $2,686-70.8% | $3,497-77.6% | $3,203-75.6% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |