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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 | $4,190 | $112,112-96.3% | $95,956-95.6% | $158,950-97.4% |
| Participation rate | 69.2% | 79.0%-9.8pp | 77.1%-7.8pp | 82.0%-12.7pp |
| Annual return | 119.68% | 171.15%-51.5pp | 91.63%+28.0pp | 302.91%-183.2pp |
| Employer contribution / active EE | $971 | $3,199-69.6% | $2,541-61.8% | $4,762-79.6% |
| Participant deferral / active EE | $1,030 | $4,784-78.5% | $4,167-75.3% | $5,983-82.8% |
| Admin fee / account holder | $16 | $10,134-99.8% | $6,797-99.8% | $11,248-99.9% |