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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 | $4,323 | $112,121-96.1% | $95,960-95.5% | $158,966-97.3% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 112.61% | 171.16%-58.6pp | 91.63%+21.0pp | 302.95%-190.3pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,460 | $4,784-69.5% | $4,167-65.0% | $5,983-75.6% |
| Admin fee / account holder | $118 | $10,135-98.8% | $6,797-98.3% | $11,250-99.0% |