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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 | $5,517 | $78,425-93.0% | $95,956-94.3% | $79,858-93.1% |
| Participation rate | 27.1% | 73.5%-46.4pp | 77.1%-50.0pp | 69.6%-42.6pp |
| Annual return | 1415.42% | 19.37%+1396.0pp | 91.63%+1323.8pp | 31.72%+1383.7pp |
| Employer contribution / active EE | $549 | $1,945-71.8% | $2,541-78.4% | $2,471-77.8% |
| Participant deferral / active EE | $925 | $3,440-73.1% | $4,167-77.8% | $3,740-75.3% |
| Admin fee / account holder | $13 | $5,622-99.8% | $6,797-99.8% | $5,306-99.8% |