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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 | $9,221 | $112,131-91.8% | $95,964-90.4% | $158,982-94.2% |
| Participation rate | 33.3% | 79.0%-45.7pp | 77.1%-43.8pp | 82.0%-48.6pp |
| Annual return | 44.34% | 171.19%-126.9pp | 91.64%-47.3pp | 302.99%-258.7pp |
| Employer contribution / active EE | $879 | $3,199-72.5% | $2,541-65.4% | $4,763-81.5% |
| Participant deferral / active EE | $1,005 | $4,784-79.0% | $4,167-75.9% | $5,983-83.2% |
| Admin fee / account holder | $55 | $10,136-99.5% | $6,797-99.2% | $11,252-99.5% |