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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 | $56,431-90.2% | $130,788-95.8% | $87,485-93.7% |
| Participation rate | 58.1% | 58.9%-0.9pp | 70.1%-12.0pp | 68.9%-10.9pp |
| Annual return | 20.63% | 91.27%-70.6pp | 386.44%-365.8pp | 26.06%-5.4pp |
| Employer contribution / active EE | $381 | $1,549-75.4% | $3,558-89.3% | $2,596-85.3% |
| Participant deferral / active EE | $534 | $2,749-80.6% | $4,137-87.1% | $4,274-87.5% |
| Admin fee / account holder | $17 | $4,433-99.6% | $6,673-99.7% | $7,775-99.8% |