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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 | $13,300 | $56,640-76.5% | $78,002-82.9% | $55,167-75.9% |
| Participation rate | 41.6% | 73.3%-31.8pp | 75.5%-34.0pp | 69.0%-27.4pp |
| Annual return | 233.03% | 2868.48%-2635.4pp | 425.99%-193.0pp | 169.23%+63.8pp |
| Employer contribution / active EE | $668 | $1,724-61.3% | $2,470-73.0% | $1,963-66.0% |
| Participant deferral / active EE | $1,247 | $2,778-55.1% | $3,497-64.3% | $3,054-59.2% |
| Admin fee / account holder | $209 | $467-55.2% | $5,481-96.2% | $504-58.5% |