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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 | $7,987 | $106,005-92.5% | $92,239-91.3% | $147,585-94.6% |
| Participation rate | 44.4% | 80.4%-36.0pp | 76.5%-32.0pp | 82.8%-38.4pp |
| Annual return | 15.17% | 50.05%-34.9pp | 176.29%-161.1pp | 578.58%-563.4pp |
| Employer contribution / active EE | $903 | $4,333-79.2% | $3,680-75.5% | $4,876-81.5% |
| Participant deferral / active EE | $1,071 | $4,478-76.1% | $3,897-72.5% | $5,439-80.3% |
| Admin fee / account holder | $134 | $6,333-97.9% | $5,194-97.4% | $10,886-98.8% |