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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 | $3,338 | $95,601-96.5% | $77,183-95.7% | $139,456-97.6% |
| Participation rate | 50.0% | 74.0%-24.0pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 39.85% | 54.96%-15.1pp | 37.89%+2.0pp | 373.45%-333.6pp |
| Employer contribution / active EE | $532 | $3,145-83.1% | $2,534-79.0% | $4,753-88.8% |
| Participant deferral / active EE | $532 | $4,623-88.5% | $3,833-86.1% | $6,711-92.1% |
| Admin fee / account holder | $3 | $8,302-100.0% | $5,475-99.9% | $11,407-100.0% |