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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 | $5,036 | $152,619-96.7% | $125,195-96.0% | $152,909-96.7% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.5%-49.1pp |
| Annual return | 45.00% | 54.85%-9.9pp | 43.79%+1.2pp | 345.46%-300.5pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,260 | $5,869-78.5% | $4,937-74.5% | $5,851-78.5% |
| Admin fee / account holder | $27 | $13,437-99.8% | $9,704-99.7% | $11,601-99.8% |