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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 | $6,158 | $157,296-96.1% | $141,191-95.6% | $152,897-96.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 417.55% | 64.34%+353.2pp | 71.41%+346.1pp | 345.43%+72.1pp |
| Employer contribution / active EE | $1,599 | $5,262-69.6% | $4,736-66.2% | $4,764-66.4% |
| Participant deferral / active EE | $2,035 | $7,111-71.4% | $6,710-69.7% | $5,851-65.2% |
| Admin fee / account holder | $59 | $12,125-99.5% | $10,264-99.4% | $11,599-99.5% |