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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 | $24,168 | $91,439-73.6% | $135,974-82.2% | $71,511-66.2% |
| Participation rate | 35.3% | 75.7%-40.3pp | 81.9%-46.6pp | 67.9%-32.6pp |
| Annual return | 418.17% | 29.90%+388.3pp | 68.30%+349.9pp | 28.86%+389.3pp |
| Employer contribution / active EE | $1,046 | $3,705-71.8% | $4,859-78.5% | $2,589-59.6% |
| Participant deferral / active EE | $3,069 | $7,093-56.7% | $7,760-60.5% | $4,291-28.5% |
| Admin fee / account holder | $141 | $1,267-88.9% | $10,767-98.7% | $1,588-91.1% |