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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 | $12,324 | $98,760-87.5% | $149,715-91.8% | $79,858-84.6% |
| Participation rate | 48.6% | 75.8%-27.2pp | 82.5%-33.9pp | 69.6%-21.1pp |
| Annual return | 56.55% | 27.43%+29.1pp | 276.66%-220.1pp | 31.72%+24.8pp |
| Employer contribution / active EE | $696 | $3,217-78.4% | $4,645-85.0% | $2,471-71.8% |
| Participant deferral / active EE | $1,590 | $5,681-72.0% | $6,842-76.8% | $3,740-57.5% |
| Admin fee / account holder | $7 | $6,053-99.9% | $9,310-99.9% | $5,306-99.9% |