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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 | $3,335 | $60,119-94.5% | $90,430-96.3% | $79,858-95.8% |
| Participation rate | 36.7% | 65.0%-28.3pp | 72.7%-36.0pp | 69.6%-33.0pp |
| Annual return | 63.47% | 71.94%-8.5pp | 1293.73%-1230.3pp | 31.72%+31.8pp |
| Employer contribution / active EE | $224 | $2,068-89.2% | $3,262-93.1% | $2,471-91.0% |
| Participant deferral / active EE | $563 | $2,938-80.8% | $3,963-85.8% | $3,740-84.9% |
| Admin fee / account holder | $121 | $3,976-97.0% | $5,613-97.8% | $5,306-97.7% |