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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 | $9,641 | $102,663-90.6% | $86,216-88.8% | $139,466-93.1% |
| Participation rate | 57.9% | 74.5%-16.6pp | 69.0%-11.1pp | 80.3%-22.4pp |
| Annual return | 12.97% | 1924.52%-1911.5pp | 1169.42%-1156.4pp | 373.66%-360.7pp |
| Employer contribution / active EE | $2,368 | $3,035-22.0% | $2,382-0.5% | $4,754-50.2% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $81 | $8,663-99.1% | $6,853-98.8% | $11,409-99.3% |