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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 | $12,778 | $56,197-77.3% | $67,652-81.1% | $59,633-78.6% |
| Participation rate | 27.1% | 71.5%-44.4pp | 75.7%-48.6pp | 68.7%-41.6pp |
| Annual return | 32.48% | 18508.10%-18475.6pp | 6625.40%-6592.9pp | 2041.45%-2009.0pp |
| Employer contribution / active EE | $465 | $1,615-71.2% | $2,266-79.5% | $2,203-78.9% |
| Participant deferral / active EE | $929 | $2,844-67.3% | $3,560-73.9% | $3,192-70.9% |
| Admin fee / account holder | $192 | $3,958-95.2% | $4,821-96.0% | $4,297-95.5% |