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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 | $10,580 | $108,942-90.3% | $100,415-89.5% | $145,897-92.7% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 109.49% | 58.27%+51.2pp | 49.47%+60.0pp | 552.29%-442.8pp |
| Employer contribution / active EE | $2,828 | $4,422-36.1% | $3,943-28.3% | $4,663-39.4% |
| Participant deferral / active EE | $1,529 | $8,461-81.9% | $8,091-81.1% | $6,689-77.2% |
| Admin fee / account holder | $47 | $9,702-99.5% | $7,906-99.4% | $13,390-99.7% |