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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 | $6,851 | $80,812-91.5% | $160,784-95.7% | $82,448-91.7% |
| Participation rate | 69.4% | 66.2%+3.2pp | 77.0%-7.5pp | 68.1%+1.4pp |
| Annual return | 19.43% | 100.59%-81.2pp | 1803.92%-1784.5pp | 41.64%-22.2pp |
| Employer contribution / active EE | $717 | $2,174-67.0% | $3,733-80.8% | $2,551-71.9% |
| Participant deferral / active EE | $1,234 | $4,335-71.5% | $6,293-80.4% | $4,139-70.2% |
| Admin fee / account holder | $115 | $7,695-98.5% | $9,717-98.8% | $7,234-98.4% |