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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 | $6,018 | $114,073-94.7% | $96,161-93.7% | $167,518-96.4% |
| Participation rate | 55.6% | 75.1%-19.5pp | 68.4%-12.9pp | 82.1%-26.6pp |
| Annual return | 13.72% | 189.95%-176.2pp | 192.01%-178.3pp | 478.71%-465.0pp |
| Employer contribution / active EE | $396 | $3,428-88.5% | $2,798-85.9% | $4,838-91.8% |
| Participant deferral / active EE | $410 | $5,195-92.1% | $4,349-90.6% | $6,342-93.5% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |