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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 | $2,537 | $49,164-94.8% | $121,169-97.9% | $75,181-96.6% |
| Participation rate | 41.9% | 55.4%-13.5pp | 69.5%-27.6pp | 67.2%-25.3pp |
| Annual return | 62.17% | 56.03%+6.1pp | 986.71%-924.5pp | 160.69%-98.5pp |
| Employer contribution / active EE | $343 | $1,546-77.8% | $4,168-91.8% | $2,671-87.2% |
| Participant deferral / active EE | $426 | $2,628-83.8% | $4,083-89.6% | $4,126-89.7% |
| Admin fee / account holder | $2 | $3,942-99.9% | $5,645-100.0% | $5,650-100.0% |