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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 | $11,067 | $77,460-85.7% | $100,378-89.0% | $80,925-86.3% |
| Participation rate | 60.7% | 76.9%-16.2pp | 81.5%-20.8pp | 67.7%-6.9pp |
| Annual return | 614.63% | 37.24%+577.4pp | 49.41%+565.2pp | 35.65%+579.0pp |
| Employer contribution / active EE | $984 | $2,801-64.9% | $3,942-75.0% | $2,756-64.3% |
| Participant deferral / active EE | $2,407 | $6,818-64.7% | $8,087-70.2% | $4,299-44.0% |
| Admin fee / account holder | $7 | $5,887-99.9% | $7,899-99.9% | $6,940-99.9% |