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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 | $7,737 | $48,300-84.0% | $40,145,923-100.0% | $62,881-87.7% |
| Participation rate | 28.4% | 62.0%-33.6pp | 68.4%-40.0pp | 69.3%-40.9pp |
| Annual return | 95.63% | 6.95%+88.7pp | 5.24%+90.4pp | 20.14%+75.5pp |
| Employer contribution / active EE | $485 | $1,333-63.6% | $1,844-73.7% | $2,281-78.7% |
| Participant deferral / active EE | $630 | $2,388-73.6% | $2,591-75.7% | $3,203-80.3% |
| Admin fee / account holder | $104 | $2,919-96.4% | $2,903-96.4% | $4,296-97.6% |