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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 | $9,010 | $56,116-83.9% | $135,768-93.4% | $86,983-89.6% |
| Participation rate | 26.0% | 60.1%-34.1pp | 71.1%-45.1pp | 69.5%-43.5pp |
| Annual return | 20.69% | 125.33%-104.6pp | 526.10%-505.4pp | 25.83%-5.1pp |
| Employer contribution / active EE | $225 | $1,528-85.3% | $3,394-93.4% | $2,584-91.3% |
| Participant deferral / active EE | $633 | $2,690-76.5% | $3,977-84.1% | $4,194-84.9% |
| Admin fee / account holder | $281 | $4,314-93.5% | $7,048-96.0% | $7,856-96.4% |