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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 | $8,125 | $98,760-91.8% | $149,715-94.6% | $79,858-89.8% |
| Participation rate | 51.7% | 75.8%-24.1pp | 82.5%-30.8pp | 69.6%-17.9pp |
| Annual return | 46.95% | 27.43%+19.5pp | 276.66%-229.7pp | 31.72%+15.2pp |
| Employer contribution / active EE | $1,037 | $3,217-67.8% | $4,645-77.7% | $2,471-58.0% |
| Participant deferral / active EE | $1,588 | $5,681-72.1% | $6,842-76.8% | $3,740-57.6% |
| Admin fee / account holder | $296 | $6,053-95.1% | $9,310-96.8% | $5,306-94.4% |