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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 | $11,805 | $60,119-80.4% | $90,430-86.9% | $79,858-85.2% |
| Participation rate | 18.8% | 65.0%-46.2pp | 72.7%-53.9pp | 69.6%-50.9pp |
| Annual return | 11.70% | 71.94%-60.2pp | 1293.73%-1282.0pp | 31.72%-20.0pp |
| Employer contribution / active EE | $371 | $2,068-82.1% | $3,262-88.6% | $2,471-85.0% |
| Participant deferral / active EE | $483 | $2,938-83.6% | $3,963-87.8% | $3,740-87.1% |
| Admin fee / account holder | $114 | $3,976-97.1% | $5,613-98.0% | $5,306-97.8% |