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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 | $7,215 | $57,312-87.4% | $86,617-91.7% | $75,181-90.4% |
| Participation rate | 35.0% | 63.2%-28.2pp | 71.7%-36.7pp | 67.2%-32.2pp |
| Annual return | 33.09% | 2672.78%-2639.7pp | 591.91%-558.8pp | 160.69%-127.6pp |
| Employer contribution / active EE | $545 | $2,315-76.5% | $3,023-82.0% | $2,671-79.6% |
| Participant deferral / active EE | $615 | $3,319-81.5% | $4,437-86.1% | $4,126-85.1% |
| Admin fee / account holder | $1 | $4,114-100.0% | $5,613-100.0% | $5,650-100.0% |