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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 | $6,668 | $112,933-94.1% | $90,970-92.7% | $158,982-95.8% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 59.17% | 215.82%-156.6pp | 134.60%-75.4pp | 302.99%-243.8pp |
| Employer contribution / active EE | $500 | $2,893-82.7% | $2,122-76.4% | $4,763-89.5% |
| Participant deferral / active EE | $800 | $4,128-80.6% | $3,373-76.3% | $5,983-86.6% |
| Admin fee / account holder | $22 | $8,047-99.7% | $5,961-99.6% | $11,252-99.8% |