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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 | $7,728 | $68,412-88.7% | $94,679-91.8% | $75,181-89.7% |
| Participation rate | 69.0% | 76.1%-7.0pp | 80.8%-11.8pp | 67.2%+1.8pp |
| Annual return | 32.90% | 616.91%-584.0pp | 156.75%-123.9pp | 160.69%-127.8pp |
| Employer contribution / active EE | $1,479 | $2,701-45.2% | $3,673-59.7% | $2,671-44.6% |
| Participant deferral / active EE | $2,721 | $6,537-58.4% | $7,417-63.3% | $4,126-34.0% |
| Admin fee / account holder | $109 | $5,326-98.0% | $7,233-98.5% | $5,650-98.1% |