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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 | $3,494 | $53,063-93.4% | $124,206-97.2% | $82,637-95.8% |
| Participation rate | 43.2% | 58.4%-15.2pp | 69.6%-26.4pp | 68.1%-24.9pp |
| Annual return | 24.02% | 68.87%-44.9pp | 515.27%-491.3pp | 53.51%-29.5pp |
| Employer contribution / active EE | $343 | $1,530-77.6% | $3,540-90.3% | $2,552-86.6% |
| Participant deferral / active EE | $670 | $2,644-74.7% | $3,968-83.1% | $4,126-83.8% |
| Admin fee / account holder | $17 | $4,281-99.6% | $5,929-99.7% | $7,339-99.8% |