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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 | $3,068 | $144,130-97.9% | $117,861-97.4% | $147,586-97.9% |
| Participation rate | 33.3% | 83.4%-50.1pp | 79.7%-46.3pp | 82.8%-49.5pp |
| Annual return | 24.16% | 531.20%-507.0pp | 335.11%-310.9pp | 578.59%-554.4pp |
| Employer contribution / active EE | $1,202 | $4,897-75.5% | $3,786-68.3% | $4,876-75.4% |
| Participant deferral / active EE | $821 | $5,316-84.6% | $4,482-81.7% | $5,439-84.9% |
| Admin fee / account holder | $42 | $10,887-99.6% | $8,021-99.5% | $10,886-99.6% |