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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 | $9,663 | $53,128-81.8% | $86,581-88.8% | $70,124-86.2% |
| Participation rate | 18.3% | 65.3%-47.0pp | 73.5%-55.3pp | 69.5%-51.2pp |
| Annual return | 54.15% | 27.66%+26.5pp | 965.06%-910.9pp | 73.14%-19.0pp |
| Employer contribution / active EE | $788 | $2,068-61.9% | $2,840-72.2% | $2,342-66.4% |
| Participant deferral / active EE | $538 | $2,695-80.0% | $3,609-85.1% | $3,332-83.9% |
| Admin fee / account holder | $193 | $3,584-94.6% | $4,904-96.1% | $4,645-95.9% |