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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 | $7,472 | $112,933-93.4% | $90,970-91.8% | $158,982-95.3% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | 21.13% | 215.82%-194.7pp | 134.60%-113.5pp | 302.99%-281.9pp |
| Employer contribution / active EE | $566 | $2,893-80.4% | $2,122-73.3% | $4,763-88.1% |
| Participant deferral / active EE | $566 | $4,128-86.3% | $3,373-83.2% | $5,983-90.5% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |