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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 | $7,905 | $65,566-87.9% | $86,235-90.8% | $75,177-89.5% |
| Participation rate | 34.6% | 60.5%-25.9pp | 69.0%-34.3pp | 67.2%-32.6pp |
| Annual return | 55.18% | 46.07%+9.1pp | 1170.03%-1114.8pp | 160.75%-105.6pp |
| Employer contribution / active EE | $877 | $1,553-43.5% | $2,381-63.2% | $2,671-67.2% |
| Participant deferral / active EE | $887 | $3,023-70.7% | $3,987-77.8% | $4,126-78.5% |
| Admin fee / account holder | $44 | $5,470-99.2% | $6,856-99.4% | $5,651-99.2% |