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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 | $12,185 | $63,346-80.8% | $92,239-86.8% | $70,124-82.6% |
| Participation rate | 28.1% | 68.7%-40.5pp | 76.5%-48.4pp | 69.5%-41.4pp |
| Annual return | 19.61% | 530.19%-510.6pp | 176.29%-156.7pp | 73.14%-53.5pp |
| Employer contribution / active EE | $572 | $2,471-76.8% | $3,680-84.5% | $2,342-75.6% |
| Participant deferral / active EE | $790 | $2,854-72.3% | $3,897-79.7% | $3,332-76.3% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |