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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 | $4,261 | $72,027-94.1% | $185,835-97.7% | $79,852-94.7% |
| Participation rate | 40.0% | 65.8%-25.8pp | 78.0%-38.0pp | 69.6%-29.6pp |
| Annual return | 165.93% | 23.13%+142.8pp | 35.96%+130.0pp | 31.72%+134.2pp |
| Employer contribution / active EE | $460 | $1,965-76.6% | $4,087-88.7% | $2,471-81.4% |
| Participant deferral / active EE | $1,058 | $3,780-72.0% | $5,633-81.2% | $3,740-71.7% |
| Admin fee / account holder | $5 | $4,513-99.9% | $9,502-100.0% | $5,306-99.9% |