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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 | $9,198 | $96,123-90.4% | $77,361-88.1% | $198,609-95.4% |
| Participation rate | 61.5% | 81.1%-19.6pp | 75.0%-13.4pp | 82.4%-20.8pp |
| Annual return | 20.17% | 2054.81%-2034.6pp | 1011.54%-991.4pp | 202.70%-182.5pp |
| Employer contribution / active EE | $1,184 | $3,791-68.8% | $2,990-60.4% | $5,055-76.6% |
| Participant deferral / active EE | $1,184 | $4,975-76.2% | $3,911-69.7% | $6,977-83.0% |
| Admin fee / account holder | $31 | $9,471-99.7% | $5,894-99.5% | $19,030-99.8% |