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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 | $6,020 | $101,063-94.0% | $81,473-92.6% | $147,586-95.9% |
| Participation rate | 31.3% | 74.5%-43.2pp | 68.0%-36.7pp | 82.8%-51.6pp |
| Annual return | 105.93% | 32.41%+73.5pp | 38.78%+67.1pp | 578.59%-472.7pp |
| Employer contribution / active EE | $240 | $3,206-92.5% | $2,568-90.6% | $4,876-95.1% |
| Participant deferral / active EE | $290 | $4,242-93.2% | $3,537-91.8% | $5,439-94.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |