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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 | $14,960 | $99,079-84.9% | $78,002-80.8% | $273,972-94.5% |
| Participation rate | 36.4% | 78.6%-42.2pp | 75.5%-39.2pp | 83.0%-46.7pp |
| Annual return | 7.91% | 217.93%-210.0pp | 425.99%-418.1pp | 41.46%-33.5pp |
| Employer contribution / active EE | $668 | $3,308-79.8% | $2,470-72.9% | $4,869-86.3% |
| Participant deferral / active EE | $668 | $4,306-84.5% | $3,497-80.9% | $5,287-87.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |