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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 | $8,550 | $102,382-91.6% | $147,005-94.2% | $80,874-89.4% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.2%-19.7pp | 67.6%-5.1pp |
| Annual return | 11.90% | 134.89%-123.0pp | 418.76%-406.9pp | 35.62%-23.7pp |
| Employer contribution / active EE | $1,084 | $3,715-70.8% | $4,934-78.0% | $2,756-60.7% |
| Participant deferral / active EE | $2,006 | $6,646-69.8% | $8,070-75.1% | $4,297-53.3% |
| Admin fee / account holder | $97 | $7,942-98.8% | $13,006-99.3% | $6,935-98.6% |