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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 | $8,836 | $110,212-92.0% | $96,534-90.8% | $139,466-93.7% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 87.20% | 26.42%+60.8pp | 25.88%+61.3pp | 373.66%-286.5pp |
| Employer contribution / active EE | $917 | $3,620-74.7% | $2,965-69.1% | $4,754-80.7% |
| Participant deferral / active EE | $1,438 | $5,547-74.1% | $4,851-70.3% | $6,712-78.6% |
| Admin fee / account holder | $19 | $11,599-99.8% | $8,253-99.8% | $11,409-99.8% |