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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 | $3,424 | $60,128-94.3% | $90,440-96.2% | $79,852-95.7% |
| Participation rate | 42.3% | 65.0%-22.7pp | 72.7%-30.4pp | 69.6%-27.3pp |
| Annual return | 59.29% | 71.95%-12.7pp | 1294.38%-1235.1pp | 31.72%+27.6pp |
| Employer contribution / active EE | $352 | $2,068-83.0% | $3,263-89.2% | $2,471-85.7% |
| Participant deferral / active EE | $583 | $2,939-80.2% | $3,964-85.3% | $3,740-84.4% |
| Admin fee / account holder | $35 | $3,977-99.1% | $5,615-99.4% | $5,306-99.3% |