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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 | $11,523 | $99,031-88.4% | $86,597-86.7% | $147,585-92.2% |
| Participation rate | 37.5% | 76.3%-38.8pp | 73.5%-36.0pp | 82.8%-45.3pp |
| Annual return | 17.28% | 1312.56%-1295.3pp | 964.96%-947.7pp | 578.57%-561.3pp |
| Employer contribution / active EE | $146 | $3,132-95.3% | $2,840-94.9% | $4,876-97.0% |
| Participant deferral / active EE | $292 | $3,972-92.7% | $3,609-91.9% | $5,439-94.6% |
| Admin fee / account holder | $80 | $5,711-98.6% | $4,906-98.4% | $10,885-99.3% |