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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 | $9,763 | $102,663-90.5% | $86,216-88.7% | $139,466-93.0% |
| Participation rate | 31.8% | 74.5%-42.7pp | 69.0%-37.1pp | 80.3%-48.5pp |
| Annual return | 10.55% | 1924.52%-1914.0pp | 1169.42%-1158.9pp | 373.66%-363.1pp |
| Employer contribution / active EE | $670 | $3,035-77.9% | $2,382-71.9% | $4,754-85.9% |
| Participant deferral / active EE | $884 | $4,677-81.1% | $3,986-77.8% | $6,712-86.8% |
| Admin fee / account holder | $125 | $8,663-98.6% | $6,853-98.2% | $11,409-98.9% |