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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 | $6,123 | $123,750-95.1% | $69,611-91.2% | $145,877-95.8% |
| Participation rate | 28.6% | 69.2%-40.6pp | 66.4%-37.9pp | 80.3%-51.7pp |
| Annual return | 11.32% | 192.03%-180.7pp | 101.14%-89.8pp | 551.28%-540.0pp |
| Employer contribution / active EE | $440 | $2,672-83.5% | $1,709-74.2% | $4,663-90.6% |
| Participant deferral / active EE | $553 | $4,243-87.0% | $2,891-80.9% | $6,691-91.7% |
| Admin fee / account holder | $0 | $7,817-100.0% | $4,696-100.0% | $13,402-100.0% |