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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 | $11,776 | $91,167-87.1% | $178,498-93.4% | $79,858-85.3% |
| Participation rate | 48.1% | 69.2%-21.1pp | 81.9%-33.8pp | 69.6%-21.5pp |
| Annual return | 1241.05% | 24.19%+1216.9pp | 151.09%+1090.0pp | 31.72%+1209.3pp |
| Employer contribution / active EE | $2,977 | $3,255-8.6% | $5,011-40.6% | $2,471+20.5% |
| Participant deferral / active EE | $857 | $3,236-73.5% | $5,202-83.5% | $3,740-77.1% |
| Admin fee / account holder | $257 | $6,747-96.2% | $13,985-98.2% | $5,306-95.2% |