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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 | $8,649 | $85,766-89.9% | $136,298-93.7% | $70,126-87.7% |
| Participation rate | 48.1% | 74.2%-26.0pp | 81.9%-33.8pp | 69.5%-21.4pp |
| Annual return | 27.76% | 31.46%-3.7pp | 5156.27%-5128.5pp | 73.15%-45.4pp |
| Employer contribution / active EE | $1,014 | $2,966-65.8% | $4,696-78.4% | $2,343-56.7% |
| Participant deferral / active EE | $1,436 | $5,051-71.6% | $6,247-77.0% | $3,332-56.9% |
| Admin fee / account holder | $87 | $5,421-98.4% | $9,244-99.1% | $4,645-98.1% |