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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 | $11,941 | $60,139-80.1% | $90,461-86.8% | $79,856-85.0% |
| Participation rate | 40.0% | 65.0%-25.0pp | 72.7%-32.7pp | 69.6%-29.6pp |
| Annual return | 63.60% | 71.96%-8.4pp | 1294.76%-1231.2pp | 31.71%+31.9pp |
| Employer contribution / active EE | $446 | $2,069-78.4% | $3,264-86.3% | $2,471-81.9% |
| Participant deferral / active EE | $608 | $2,939-79.3% | $3,964-84.7% | $3,741-83.7% |
| Admin fee / account holder | $235 | $3,978-94.1% | $5,617-95.8% | $5,306-95.6% |