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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 | $4,420 | $148,582-97.0% | $135,942-96.7% | $139,456-96.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 60.81% | 79.26%-18.4pp | 68.28%-7.5pp | 373.45%-312.6pp |
| Employer contribution / active EE | $3,251 | $5,245-38.0% | $4,858-33.1% | $4,753-31.6% |
| Participant deferral / active EE | $915 | $8,101-88.7% | $7,759-88.2% | $6,711-86.4% |
| Admin fee / account holder | $20 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |