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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 | $12,390 | $61,660-79.9% | $80,022-84.5% | $64,173-80.7% |
| Participation rate | 23.9% | 71.7%-47.7pp | 75.8%-51.9pp | 69.6%-45.6pp |
| Annual return | 590.49% | -0.33%+590.8pp | 11.22%+579.3pp | 7.63%+582.9pp |
| Employer contribution / active EE | $387 | $1,810-78.6% | $2,468-84.3% | $2,381-83.7% |
| Participant deferral / active EE | $1,111 | $2,968-62.6% | $3,686-69.9% | $3,470-68.0% |
| Admin fee / account holder | $127 | $5,417-97.7% | $6,521-98.1% | $4,887-97.4% |