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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 | $4,011 | $83,337-95.2% | $67,834-94.1% | $273,972-98.5% |
| Participation rate | 40.0% | 76.4%-36.4pp | 68.8%-28.8pp | 83.0%-43.0pp |
| Annual return | 28.75% | 259.45%-230.7pp | 138.47%-109.7pp | 41.46%-12.7pp |
| Employer contribution / active EE | $794 | $3,287-75.8% | $2,403-67.0% | $4,869-83.7% |
| Participant deferral / active EE | $978 | $4,088-76.1% | $3,160-69.1% | $5,287-81.5% |
| Admin fee / account holder | $10 | $6,752-99.8% | $4,622-99.8% | $10,133-99.9% |