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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 | $4,933 | $107,363-95.4% | $92,909-94.7% | $152,897-96.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 68.74% | 145.63%-76.9pp | 109.44%-40.7pp | 345.43%-276.7pp |
| Employer contribution / active EE | $904 | $4,222-78.6% | $3,653-75.3% | $4,764-81.0% |
| Participant deferral / active EE | $904 | $4,848-81.4% | $4,238-78.7% | $5,851-84.5% |
| Admin fee / account holder | $12 | $7,082-99.8% | $5,795-99.8% | $11,599-99.9% |