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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 | $5,462 | $117,859-95.4% | $102,438-94.7% | $145,959-96.3% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 148.67% | 31.72%+116.9pp | 29.37%+119.3pp | 561.95%-413.3pp |
| Employer contribution / active EE | $1,253 | $3,615-65.3% | $3,024-58.6% | $4,661-73.1% |
| Participant deferral / active EE | $1,253 | $5,732-78.1% | $5,054-75.2% | $6,689-81.3% |
| Admin fee / account holder | $241 | $13,318-98.2% | $9,448-97.5% | $13,398-98.2% |