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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 | $3,422 | $53,127-93.6% | $86,597-96.0% | $70,131-95.1% |
| Participation rate | 62.1% | 65.3%-3.2pp | 73.5%-11.4pp | 69.5%-7.4pp |
| Annual return | 387.13% | 27.66%+359.5pp | 964.96%-577.8pp | 73.14%+314.0pp |
| Employer contribution / active EE | $1,582 | $2,068-23.5% | $2,840-44.3% | $2,342-32.4% |
| Participant deferral / active EE | $656 | $2,696-75.7% | $3,609-81.8% | $3,332-80.3% |
| Admin fee / account holder | $74 | $3,585-97.9% | $4,906-98.5% | $4,645-98.4% |