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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 | $7,739 | $57,312-86.5% | $86,617-91.1% | $75,181-89.7% |
| Participation rate | 20.0% | 63.2%-43.2pp | 71.7%-51.7pp | 67.2%-47.2pp |
| Annual return | 29.46% | 2672.78%-2643.3pp | 591.91%-562.5pp | 160.69%-131.2pp |
| Employer contribution / active EE | $571 | $2,315-75.3% | $3,023-81.1% | $2,671-78.6% |
| Participant deferral / active EE | $507 | $3,319-84.7% | $4,437-88.6% | $4,126-87.7% |
| Admin fee / account holder | $94 | $4,114-97.7% | $5,613-98.3% | $5,650-98.3% |