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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 | $15,993 | $99,079-83.9% | $78,002-79.5% | $273,972-94.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 4.81% | 217.93%-213.1pp | 425.99%-421.2pp | 41.46%-36.6pp |
| Employer contribution / active EE | $648 | $3,308-80.4% | $2,470-73.8% | $4,869-86.7% |
| Participant deferral / active EE | $1,046 | $4,306-75.7% | $3,497-70.1% | $5,287-80.2% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |