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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 | $9,219 | $106,267-91.3% | $96,520-90.4% | $139,456-93.4% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 88.65% | 38.45%+50.2pp | 35.72%+52.9pp | 373.45%-284.8pp |
| Employer contribution / active EE | $877 | $4,105-78.6% | $3,739-76.5% | $4,753-81.5% |
| Participant deferral / active EE | $1,289 | $5,454-76.4% | $4,879-73.6% | $6,711-80.8% |
| Admin fee / account holder | $22 | $7,882-99.7% | $6,733-99.7% | $11,407-99.8% |