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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 | $3,663 | $60,119-93.9% | $90,430-95.9% | $79,858-95.4% |
| Participation rate | 47.2% | 65.0%-17.8pp | 72.7%-25.5pp | 69.6%-22.4pp |
| Annual return | 16.23% | 71.94%-55.7pp | 1293.73%-1277.5pp | 31.72%-15.5pp |
| Employer contribution / active EE | $288 | $2,068-86.1% | $3,262-91.2% | $2,471-88.3% |
| Participant deferral / active EE | $446 | $2,938-84.8% | $3,963-88.7% | $3,740-88.1% |
| Admin fee / account holder | $112 | $3,976-97.2% | $5,613-98.0% | $5,306-97.9% |