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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 | $4,846 | $57,330-91.5% | $86,656-94.4% | $75,177-93.6% |
| Participation rate | 32.5% | 63.2%-30.7pp | 71.7%-39.2pp | 67.2%-34.7pp |
| Annual return | 32.79% | 2675.40%-2642.6pp | 593.09%-560.3pp | 160.75%-128.0pp |
| Employer contribution / active EE | $495 | $2,316-78.6% | $3,025-83.6% | $2,671-81.5% |
| Participant deferral / active EE | $521 | $3,320-84.3% | $4,439-88.3% | $4,126-87.4% |
| Admin fee / account holder | $39 | $4,115-99.1% | $5,619-99.3% | $5,651-99.3% |