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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 | $9,866 | $85,766-88.5% | $136,298-92.8% | $70,126-85.9% |
| Participation rate | 40.9% | 74.2%-33.2pp | 81.9%-41.0pp | 69.5%-28.6pp |
| Annual return | 38.99% | 31.46%+7.5pp | 5156.27%-5117.3pp | 73.15%-34.2pp |
| Employer contribution / active EE | $1,108 | $2,966-62.6% | $4,696-76.4% | $2,343-52.7% |
| Participant deferral / active EE | $1,505 | $5,051-70.2% | $6,247-75.9% | $3,332-54.8% |
| Admin fee / account holder | $137 | $5,421-97.5% | $9,244-98.5% | $4,645-97.0% |