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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 | $3,755 | $27,800-86.5% | $58,544-93.6% | $71,495-94.7% |
| Participation rate | 6.1% | 34.6%-28.5pp | 50.9%-44.7pp | 67.9%-61.8pp |
| Annual return | 131.54% | 26.80%+104.7pp | 4249.56%-4118.0pp | 28.85%+102.7pp |
| Employer contribution / active EE | $124 | $632-80.3% | $1,053-88.2% | $2,589-95.2% |
| Participant deferral / active EE | $129 | $1,208-89.3% | $1,923-93.3% | $4,291-97.0% |
| Admin fee / account holder | $29 | $1,637-98.2% | $2,520-98.9% | $1,588-98.2% |