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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 | $8,227 | $82,028-90.0% | $123,105-93.3% | $59,633-86.2% |
| Participation rate | 65.6% | 83.2%-17.6pp | 86.8%-21.2pp | 68.7%-3.1pp |
| Annual return | 53.20% | 5.12%+48.1pp | 13.22%+40.0pp | 2041.45%-1988.3pp |
| Employer contribution / active EE | $1,063 | $3,297-67.8% | $5,151-79.4% | $2,203-51.8% |
| Participant deferral / active EE | $1,763 | $4,667-62.2% | $6,229-71.7% | $3,192-44.8% |
| Admin fee / account holder | $55 | $5,879-99.1% | $9,014-99.4% | $4,297-98.7% |