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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 | $9,602 | $104,953-90.9% | $84,637-88.7% | $152,909-93.7% |
| Participation rate | 31.3% | 74.8%-43.6pp | 68.2%-37.0pp | 82.5%-51.2pp |
| Annual return | 27.18% | 373.94%-346.8pp | 258.82%-231.6pp | 345.46%-318.3pp |
| Employer contribution / active EE | $410 | $3,304-87.6% | $2,653-84.5% | $4,764-91.4% |
| Participant deferral / active EE | $635 | $4,691-86.5% | $3,900-83.7% | $5,851-89.2% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |