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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 | $8,527 | $148,582-94.3% | $135,942-93.7% | $139,456-93.9% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 161.22% | 79.26%+82.0pp | 68.28%+92.9pp | 373.45%-212.2pp |
| Employer contribution / active EE | $1,083 | $5,245-79.4% | $4,858-77.7% | $4,753-77.2% |
| Participant deferral / active EE | $1,850 | $8,101-77.2% | $7,759-76.2% | $6,711-72.4% |
| Admin fee / account holder | $62 | $12,402-99.5% | $10,764-99.4% | $11,407-99.5% |