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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 | $8,248 | $107,363-92.3% | $92,909-91.1% | $152,897-94.6% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.5%-45.0pp |
| Annual return | 19.40% | 145.63%-126.2pp | 109.44%-90.0pp | 345.43%-326.0pp |
| Employer contribution / active EE | $813 | $4,222-80.7% | $3,653-77.7% | $4,764-82.9% |
| Participant deferral / active EE | $1,055 | $4,848-78.2% | $4,238-75.1% | $5,851-82.0% |
| Admin fee / account holder | $124 | $7,082-98.2% | $5,795-97.9% | $11,599-98.9% |