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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 | $5,052 | $85,171-94.1% | $172,753-97.1% | $72,976-93.1% |
| Participation rate | 29.0% | 70.1%-41.0pp | 82.6%-53.6pp | 69.5%-40.5pp |
| Annual return | 133.82% | 27.32%+106.5pp | 803.00%-669.2pp | 81.02%+52.8pp |
| Employer contribution / active EE | $498 | $3,324-85.0% | $5,144-90.3% | $2,440-79.6% |
| Participant deferral / active EE | $872 | $3,260-73.3% | $5,198-83.2% | $3,608-75.8% |
| Admin fee / account holder | $209 | $5,880-96.4% | $13,956-98.5% | $5,124-95.9% |