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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 | $13,190 | $106,008-87.6% | $92,240-85.7% | $147,586-91.1% |
| Participation rate | 40.9% | 80.4%-39.5pp | 76.5%-35.6pp | 82.8%-41.9pp |
| Annual return | 11.67% | 50.05%-38.4pp | 176.29%-164.6pp | 578.59%-566.9pp |
| Employer contribution / active EE | $850 | $4,333-80.4% | $3,680-76.9% | $4,876-82.6% |
| Participant deferral / active EE | $511 | $4,478-88.6% | $3,897-86.9% | $5,439-90.6% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |