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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 | $9,035 | $107,363-91.6% | $92,909-90.3% | $152,897-94.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 31.24% | 145.63%-114.4pp | 109.44%-78.2pp | 345.43%-314.2pp |
| Employer contribution / active EE | $1,219 | $4,222-71.1% | $3,653-66.6% | $4,764-74.4% |
| Participant deferral / active EE | $440 | $4,848-90.9% | $4,238-89.6% | $5,851-92.5% |
| Admin fee / account holder | $58 | $7,082-99.2% | $5,795-99.0% | $11,599-99.5% |