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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 | $9,749 | $51,466-81.1% | $78,778-87.6% | $62,293-84.3% |
| Participation rate | 15.0% | 59.8%-44.8pp | 69.2%-54.2pp | 69.5%-54.5pp |
| Annual return | 3887.91% | 19.96%+3868.0pp | 35.62%+3852.3pp | 28.90%+3859.0pp |
| Employer contribution / active EE | $223 | $827-73.0% | $1,986-88.7% | $2,042-89.1% |
| Participant deferral / active EE | $559 | $2,147-73.9% | $2,958-81.1% | $3,169-82.3% |
| Admin fee / account holder | $156 | $489-68.1% | $5,134-97.0% | $479-67.4% |