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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 | $12,693 | $102,385-87.6% | $147,080-91.4% | $80,935-84.3% |
| Participation rate | 69.0% | 75.9%-6.9pp | 82.2%-13.2pp | 67.7%+1.3pp |
| Annual return | 17.49% | 135.09%-117.6pp | 420.17%-402.7pp | 35.66%-18.2pp |
| Employer contribution / active EE | $1,501 | $3,717-59.6% | $4,933-69.6% | $2,757-45.5% |
| Participant deferral / active EE | $2,279 | $6,651-65.7% | $8,066-71.7% | $4,299-47.0% |
| Admin fee / account holder | $48 | $7,951-99.4% | $12,989-99.6% | $6,924-99.3% |