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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 | $11,668 | $65,555-82.2% | $86,216-86.5% | $75,173-84.5% |
| Participation rate | 25.0% | 60.5%-35.5pp | 69.0%-44.0pp | 67.2%-42.2pp |
| Annual return | 28.03% | 46.07%-18.0pp | 1169.42%-1141.4pp | 160.72%-132.7pp |
| Employer contribution / active EE | $466 | $1,553-70.0% | $2,382-80.4% | $2,671-82.5% |
| Participant deferral / active EE | $620 | $3,023-79.5% | $3,986-84.5% | $4,126-85.0% |
| Admin fee / account holder | $41 | $5,469-99.3% | $6,853-99.4% | $5,651-99.3% |