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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 | $8,576 | $49,164-82.6% | $121,169-92.9% | $75,181-88.6% |
| Participation rate | 26.8% | 55.4%-28.6pp | 69.5%-42.7pp | 67.2%-40.4pp |
| Annual return | 17.91% | 56.03%-38.1pp | 986.71%-968.8pp | 160.69%-142.8pp |
| Employer contribution / active EE | $550 | $1,546-64.4% | $4,168-86.8% | $2,671-79.4% |
| Participant deferral / active EE | $740 | $2,628-71.8% | $4,083-81.9% | $4,126-82.1% |
| Admin fee / account holder | $49 | $3,942-98.8% | $5,645-99.1% | $5,650-99.1% |