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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 | $11,538 | $102,429-88.7% | $147,096-92.2% | $80,925-85.7% |
| Participation rate | 60.7% | 75.9%-15.1pp | 82.2%-21.5pp | 67.7%-6.9pp |
| Annual return | 14.97% | 135.02%-120.0pp | 419.75%-404.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | $1,072 | $3,716-71.2% | $4,936-78.3% | $2,756-61.1% |
| Participant deferral / active EE | $1,213 | $6,649-81.8% | $8,071-85.0% | $4,299-71.8% |
| Admin fee / account holder | $7 | $7,957-99.9% | $13,005-99.9% | $6,940-99.9% |