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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 | $3,595 | $108,212-96.7% | $77,513-95.4% | $158,966-97.7% |
| Participation rate | 6.3% | 64.4%-58.2pp | 54.2%-47.9pp | 82.0%-75.7pp |
| Annual return | 78.96% | 31.67%+47.3pp | 54.81%+24.2pp | 302.95%-224.0pp |
| Employer contribution / active EE | $67 | $1,325-94.9% | $987-93.2% | $4,762-98.6% |
| Participant deferral / active EE | $80 | $2,455-96.8% | $1,861-95.7% | $5,983-98.7% |
| Admin fee / account holder | $20 | $3,709-99.5% | $2,859-99.3% | $11,250-99.8% |