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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 | $5,542 | $45,566-87.8% | $64,105-91.4% | $59,633-90.7% |
| Participation rate | 38.1% | 60.2%-22.0pp | 68.2%-30.0pp | 68.7%-30.5pp |
| Annual return | 80.46% | 4.95%+75.5pp | 791.24%-710.8pp | 2041.45%-1961.0pp |
| Employer contribution / active EE | $292 | $934-68.7% | $1,820-83.9% | $2,203-86.7% |
| Participant deferral / active EE | $456 | $2,057-77.8% | $2,822-83.8% | $3,192-85.7% |
| Admin fee / account holder | $123 | $3,268-96.2% | $4,499-97.3% | $4,297-97.1% |