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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 | $5,566 | $105,210-94.7% | $159,487-96.5% | $85,851-93.5% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.8%-25.7pp | 69.3%-12.2pp |
| Annual return | 30.24% | 45.08%-14.8pp | 263.71%-233.5pp | 318.63%-288.4pp |
| Employer contribution / active EE | $948 | $3,319-71.4% | $4,831-80.4% | $2,565-63.0% |
| Participant deferral / active EE | $1,445 | $5,946-75.7% | $7,354-80.4% | $3,952-63.4% |
| Admin fee / account holder | $19 | $6,934-99.7% | $10,804-99.8% | $6,261-99.7% |