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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 | $5,481 | $102,595-94.7% | $94,057-94.2% | $154,746-96.5% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 10.33% | 583.42%-573.1pp | 480.62%-470.3pp | 172.34%-162.0pp |
| Employer contribution / active EE | $464 | $3,147-85.3% | $2,933-84.2% | $4,379-89.4% |
| Participant deferral / active EE | $927 | $5,118-81.9% | $4,709-80.3% | $6,730-86.2% |
| Admin fee / account holder | $81 | $7,736-98.9% | $7,244-98.9% | $14,365-99.4% |