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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 | $10,392 | $102,696-89.9% | $86,235-87.9% | $139,487-92.5% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | 18.30% | 1925.91%-1907.6pp | 1170.03%-1151.7pp | 373.84%-355.5pp |
| Employer contribution / active EE | $1,029 | $3,034-66.1% | $2,381-56.8% | $4,755-78.4% |
| Participant deferral / active EE | $1,029 | $4,679-78.0% | $3,987-74.2% | $6,713-84.7% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |