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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 | $8,519 | $59,456-85.7% | $93,669-90.9% | $74,429-88.6% |
| Participation rate | 40.5% | 59.6%-19.1pp | 68.7%-28.2pp | 67.2%-26.7pp |
| Annual return | 11.24% | 82.00%-70.8pp | 133.59%-122.4pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $505 | $1,266-60.1% | $2,424-79.2% | $2,625-80.8% |
| Participant deferral / active EE | $785 | $3,052-74.3% | $4,416-82.2% | $4,348-81.9% |
| Admin fee / account holder | $51 | $3,026-98.3% | $8,291-99.4% | $1,944-97.4% |