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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 | $10,970 | $70,684-84.5% | $169,397-93.5% | $75,177-85.4% |
| Participation rate | 18.4% | 64.8%-46.4pp | 77.2%-58.8pp | 67.2%-48.8pp |
| Annual return | 33.23% | 36.38%-3.2pp | 406.23%-373.0pp | 160.75%-127.5pp |
| Employer contribution / active EE | $531 | $2,211-76.0% | $4,013-86.8% | $2,671-80.1% |
| Participant deferral / active EE | $940 | $4,310-78.2% | $6,223-84.9% | $4,126-77.2% |
| Admin fee / account holder | $99 | $5,404-98.2% | $9,017-98.9% | $5,651-98.3% |