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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 | $8,502 | $60,128-85.9% | $90,440-90.6% | $79,852-89.4% |
| Participation rate | 40.9% | 65.0%-24.1pp | 72.7%-31.8pp | 69.6%-28.7pp |
| Annual return | 28.36% | 71.95%-43.6pp | 1294.38%-1266.0pp | 31.72%-3.4pp |
| Employer contribution / active EE | $524 | $2,068-74.7% | $3,263-83.9% | $2,471-78.8% |
| Participant deferral / active EE | $703 | $2,939-76.1% | $3,964-82.3% | $3,740-81.2% |
| Admin fee / account holder | $80 | $3,977-98.0% | $5,615-98.6% | $5,306-98.5% |