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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 | $8,755 | $48,337-81.9% | $67,560-87.0% | $80,959-89.2% |
| Participation rate | 30.8% | 66.4%-35.7pp | 72.9%-42.2pp | 67.7%-36.9pp |
| Annual return | 112.49% | 18.26%+94.2pp | 3533.50%-3421.0pp | 35.67%+76.8pp |
| Employer contribution / active EE | $387 | $2,023-80.9% | $2,737-85.9% | $2,757-86.0% |
| Participant deferral / active EE | $504 | $2,928-82.8% | $4,004-87.4% | $4,300-88.3% |
| Admin fee / account holder | $113 | $3,695-96.9% | $3,994-97.2% | $6,925-98.4% |