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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 | $8,581 | $98,760-91.3% | $149,715-94.3% | $79,858-89.3% |
| Participation rate | 46.2% | 75.8%-29.6pp | 82.5%-36.3pp | 69.6%-23.5pp |
| Annual return | 87.35% | 27.43%+59.9pp | 276.66%-189.3pp | 31.72%+55.6pp |
| Employer contribution / active EE | $1,001 | $3,217-68.9% | $4,645-78.5% | $2,471-59.5% |
| Participant deferral / active EE | $1,643 | $5,681-71.1% | $6,842-76.0% | $3,740-56.1% |
| Admin fee / account holder | $64 | $6,053-99.0% | $9,310-99.3% | $5,306-98.8% |