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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 | $7,017 | $65,555-89.3% | $86,216-91.9% | $75,173-90.7% |
| Participation rate | 32.5% | 60.5%-28.0pp | 69.0%-36.5pp | 67.2%-34.7pp |
| Annual return | 50.78% | 46.07%+4.7pp | 1169.42%-1118.6pp | 160.72%-109.9pp |
| Employer contribution / active EE | $627 | $1,553-59.7% | $2,382-73.7% | $2,671-76.5% |
| Participant deferral / active EE | $1,159 | $3,023-61.7% | $3,986-70.9% | $4,126-71.9% |
| Admin fee / account holder | $65 | $5,469-98.8% | $6,853-99.1% | $5,651-98.9% |