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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 | $7,621 | $85,766-91.1% | $136,298-94.4% | $70,126-89.1% |
| Participation rate | 36.9% | 74.2%-37.2pp | 81.9%-45.0pp | 69.5%-32.6pp |
| Annual return | 30.48% | 31.46%-1.0pp | 5156.27%-5125.8pp | 73.15%-42.7pp |
| Employer contribution / active EE | $775 | $2,966-73.9% | $4,696-83.5% | $2,343-66.9% |
| Participant deferral / active EE | $1,242 | $5,051-75.4% | $6,247-80.1% | $3,332-62.7% |
| Admin fee / account holder | $251 | $5,421-95.4% | $9,244-97.3% | $4,645-94.6% |