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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 | $3,006 | $106,008-97.2% | $92,240-96.7% | $147,586-98.0% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 77.19% | 50.05%+27.1pp | 176.29%-99.1pp | 578.59%-501.4pp |
| Employer contribution / active EE | $1,081 | $4,333-75.1% | $3,680-70.6% | $4,876-77.8% |
| Participant deferral / active EE | $576 | $4,478-87.1% | $3,897-85.2% | $5,439-89.4% |
| Admin fee / account holder | $11 | $6,333-99.8% | $5,194-99.8% | $10,886-99.9% |