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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 | $8,667 | $57,330-84.9% | $86,656-90.0% | $75,177-88.5% |
| Participation rate | 45.0% | 63.2%-18.2pp | 71.7%-26.7pp | 67.2%-22.2pp |
| Annual return | 19.10% | 2675.40%-2656.3pp | 593.09%-574.0pp | 160.75%-141.6pp |
| Employer contribution / active EE | $736 | $2,316-68.2% | $3,025-75.7% | $2,671-72.5% |
| Participant deferral / active EE | $780 | $3,320-76.5% | $4,439-82.4% | $4,126-81.1% |
| Admin fee / account holder | $153 | $4,115-96.3% | $5,619-97.3% | $5,651-97.3% |