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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 | $20,409 | $99,652-79.5% | $78,778-74.1% | $147,586-86.2% |
| Participation rate | 14.3% | 76.2%-61.9pp | 69.2%-54.9pp | 82.8%-68.5pp |
| Annual return | 32.39% | 47.28%-14.9pp | 35.62%-3.2pp | 578.59%-546.2pp |
| Employer contribution / active EE | $321 | $2,796-88.5% | $1,986-83.8% | $4,876-93.4% |
| Participant deferral / active EE | $401 | $3,664-89.0% | $2,958-86.4% | $5,439-92.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |