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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 | $8,435 | $56,199-85.0% | $67,652-87.5% | $59,632-85.9% |
| Participation rate | 23.7% | 71.5%-47.8pp | 75.7%-52.0pp | 68.7%-45.0pp |
| Annual return | 12.58% | 18505.31%-18492.7pp | 6625.04%-6612.5pp | 2041.32%-2028.7pp |
| Employer contribution / active EE | $344 | $1,614-78.7% | $2,266-84.8% | $2,203-84.4% |
| Participant deferral / active EE | $981 | $2,844-65.5% | $3,560-72.4% | $3,192-69.3% |
| Admin fee / account holder | $151 | $3,958-96.2% | $4,821-96.9% | $4,297-96.5% |