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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 | $8,988 | $69,774-87.1% | $67,561-86.7% | $74,429-87.9% |
| Participation rate | 37.1% | 71.4%-34.2pp | 72.9%-35.8pp | 67.2%-30.1pp |
| Annual return | 20.69% | -40.53%+61.2pp | 3525.44%-3504.8pp | 1368.38%-1347.7pp |
| Employer contribution / active EE | $872 | $2,710-67.8% | $2,735-68.1% | $2,625-66.8% |
| Participant deferral / active EE | $1,095 | $3,636-69.9% | $4,003-72.6% | $4,348-74.8% |
| Admin fee / account holder | $253 | $890-71.5% | $4,006-93.7% | $1,944-87.0% |