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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 | $4,707 | $65,555-92.8% | $86,216-94.5% | $75,173-93.7% |
| Participation rate | 33.3% | 60.5%-27.2pp | 69.0%-35.6pp | 67.2%-33.9pp |
| Annual return | 38.05% | 46.07%-8.0pp | 1169.42%-1131.4pp | 160.72%-122.7pp |
| Employer contribution / active EE | $397 | $1,553-74.5% | $2,382-83.3% | $2,671-85.2% |
| Participant deferral / active EE | $569 | $3,023-81.2% | $3,986-85.7% | $4,126-86.2% |
| Admin fee / account holder | $44 | $5,469-99.2% | $6,853-99.4% | $5,651-99.2% |