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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 | $11,429 | $58,391-80.4% | $76,657-85.1% | $72,975-84.3% |
| Participation rate | 48.0% | 67.4%-19.4pp | 72.1%-24.1pp | 69.5%-21.5pp |
| Annual return | 16.76% | 2306.65%-2289.9pp | 1166.74%-1150.0pp | 81.01%-64.3pp |
| Employer contribution / active EE | $442 | $1,787-75.2% | $2,303-80.8% | $2,440-81.9% |
| Participant deferral / active EE | $647 | $2,690-76.0% | $3,335-80.6% | $3,608-82.1% |
| Admin fee / account holder | $109 | $4,014-97.3% | $6,423-98.3% | $5,124-97.9% |