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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 | $6,008 | $148,623-96.0% | $135,974-95.6% | $139,466-95.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 139.11% | 79.30%+59.8pp | 68.30%+70.8pp | 373.66%-234.6pp |
| Employer contribution / active EE | $1,466 | $5,246-72.1% | $4,859-69.8% | $4,754-69.2% |
| Participant deferral / active EE | $1,524 | $8,103-81.2% | $7,760-80.4% | $6,712-77.3% |
| Admin fee / account holder | $14 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |