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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 | $3,668 | $49,164-92.5% | $121,147-97.0% | $75,173-95.1% |
| Participation rate | 47.9% | 55.4%-7.5pp | 69.5%-21.6pp | 67.2%-19.3pp |
| Annual return | 26.24% | 56.03%-29.8pp | 986.30%-960.1pp | 160.65%-134.4pp |
| Employer contribution / active EE | $361 | $1,546-76.6% | $4,166-91.3% | $2,670-86.5% |
| Participant deferral / active EE | $439 | $2,628-83.3% | $4,081-89.2% | $4,126-89.4% |
| Admin fee / account holder | $5 | $3,942-99.9% | $5,646-99.9% | $5,651-99.9% |