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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 | $5,514 | $52,353-89.5% | $120,225-95.4% | $82,448-93.3% |
| Participation rate | 58.1% | 58.3%-0.2pp | 69.6%-11.5pp | 68.1%-10.0pp |
| Annual return | 20.63% | 61.85%-41.2pp | 439.23%-418.6pp | 41.64%-21.0pp |
| Employer contribution / active EE | $381 | $1,510-74.7% | $3,475-89.0% | $2,551-85.1% |
| Participant deferral / active EE | $534 | $2,627-79.7% | $3,999-86.6% | $4,139-87.1% |
| Admin fee / account holder | $17 | $4,363-99.6% | $5,696-99.7% | $7,234-99.8% |