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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 | $9,163 | $70,684-87.0% | $169,397-94.6% | $75,177-87.8% |
| Participation rate | 29.3% | 64.8%-35.5pp | 77.2%-47.9pp | 67.2%-37.9pp |
| Annual return | 53.75% | 36.38%+17.4pp | 406.23%-352.5pp | 160.75%-107.0pp |
| Employer contribution / active EE | $724 | $2,211-67.2% | $4,013-82.0% | $2,671-72.9% |
| Participant deferral / active EE | $718 | $4,310-83.3% | $6,223-88.5% | $4,126-82.6% |
| Admin fee / account holder | $196 | $5,404-96.4% | $9,017-97.8% | $5,651-96.5% |