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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 | $7,744 | $85,766-91.0% | $136,297-94.3% | $70,124-89.0% |
| Participation rate | 35.5% | 74.2%-38.7pp | 81.9%-46.4pp | 69.5%-34.1pp |
| Annual return | 96.67% | 31.45%+65.2pp | 5156.19%-5059.5pp | 73.14%+23.5pp |
| Employer contribution / active EE | $1,037 | $2,966-65.1% | $4,696-77.9% | $2,342-55.8% |
| Participant deferral / active EE | $1,324 | $5,051-73.8% | $6,247-78.8% | $3,332-60.3% |
| Admin fee / account holder | $102 | $5,420-98.1% | $9,244-98.9% | $4,645-97.8% |