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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 | $2,555 | $48,570-94.7% | $130,660-98.0% | $72,983-96.5% |
| Participation rate | 35.8% | 58.6%-22.7pp | 71.7%-35.9pp | 69.5%-33.6pp |
| Annual return | 23.50% | 38.63%-15.1pp | 1709.29%-1685.8pp | 81.01%-57.5pp |
| Employer contribution / active EE | $289 | $1,334-78.3% | $4,092-92.9% | $2,440-88.2% |
| Participant deferral / active EE | $334 | $2,384-86.0% | $3,603-90.7% | $3,608-90.7% |
| Admin fee / account holder | $284 | $3,549-92.0% | $5,463-94.8% | $5,124-94.5% |