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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 | $9,518 | $85,766-88.9% | $136,298-93.0% | $70,126-86.4% |
| Participation rate | 47.2% | 74.2%-26.9pp | 81.9%-34.7pp | 69.5%-22.3pp |
| Annual return | 19.30% | 31.46%-12.2pp | 5156.27%-5137.0pp | 73.15%-53.8pp |
| Employer contribution / active EE | $840 | $2,966-71.7% | $4,696-82.1% | $2,343-64.1% |
| Participant deferral / active EE | $1,951 | $5,051-61.4% | $6,247-68.8% | $3,332-41.4% |
| Admin fee / account holder | $114 | $5,421-97.9% | $9,244-98.8% | $4,645-97.6% |