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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 | $2,285 | $60,139-96.2% | $90,461-97.5% | $79,856-97.1% |
| Participation rate | 60.9% | 65.0%-4.1pp | 72.7%-11.8pp | 69.6%-8.8pp |
| Annual return | 37.16% | 71.96%-34.8pp | 1294.76%-1257.6pp | 31.71%+5.4pp |
| Employer contribution / active EE | $270 | $2,069-86.9% | $3,264-91.7% | $2,471-89.1% |
| Participant deferral / active EE | $539 | $2,939-81.7% | $3,964-86.4% | $3,741-85.6% |
| Admin fee / account holder | $31 | $3,978-99.2% | $5,617-99.5% | $5,306-99.4% |