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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 | $9,009 | $98,760-90.9% | $149,715-94.0% | $79,858-88.7% |
| Participation rate | 68.8% | 75.8%-7.0pp | 82.5%-13.7pp | 69.6%-0.9pp |
| Annual return | 45.04% | 27.43%+17.6pp | 276.66%-231.6pp | 31.72%+13.3pp |
| Employer contribution / active EE | $1,202 | $3,217-62.6% | $4,645-74.1% | $2,471-51.4% |
| Participant deferral / active EE | $2,226 | $5,681-60.8% | $6,842-67.5% | $3,740-40.5% |
| Admin fee / account holder | $114 | $6,053-98.1% | $9,310-98.8% | $5,306-97.9% |