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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 | $48,277-81.9% | $67,511-87.0% | $80,874-89.2% |
| Participation rate | 30.8% | 66.4%-35.6pp | 72.9%-42.1pp | 67.6%-36.9pp |
| Annual return | 112.49% | 18.27%+94.2pp | 3517.41%-3404.9pp | 35.62%+76.9pp |
| Employer contribution / active EE | $387 | $2,021-80.9% | $2,733-85.9% | $2,756-86.0% |
| Participant deferral / active EE | $504 | $2,926-82.8% | $4,000-87.4% | $4,297-88.3% |
| Admin fee / account holder | $113 | $3,687-96.9% | $3,999-97.2% | $6,935-98.4% |