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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 | $19,004 | $118,695-84.0% | $98,916-80.8% | $158,950-88.0% |
| Participation rate | 11.8% | 77.8%-66.1pp | 76.0%-64.3pp | 82.0%-70.2pp |
| Annual return | 61.19% | 372.39%-311.2pp | 196.45%-135.3pp | 302.91%-241.7pp |
| Employer contribution / active EE | $595 | $3,333-82.2% | $2,689-77.9% | $4,762-87.5% |
| Participant deferral / active EE | $964 | $5,088-81.1% | $4,245-77.3% | $5,983-83.9% |
| Admin fee / account holder | $75 | $10,132-99.3% | $6,642-98.9% | $11,248-99.3% |