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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 | $12,755 | $91,179-86.0% | $178,499-92.9% | $79,852-84.0% |
| Participation rate | 27.6% | 69.2%-41.6pp | 81.9%-54.3pp | 69.6%-42.1pp |
| Annual return | 106.85% | 24.19%+82.7pp | 151.10%-44.3pp | 31.72%+75.1pp |
| Employer contribution / active EE | $583 | $3,256-82.1% | $5,011-88.4% | $2,471-76.4% |
| Participant deferral / active EE | $865 | $3,236-73.3% | $5,202-83.4% | $3,740-76.9% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |