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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 | $4,114 | $176,838-97.7% | $146,685-97.2% | $167,518-97.5% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 50.98% | 24.04%+26.9pp | 22.75%+28.2pp | 478.71%-427.7pp |
| Employer contribution / active EE | $1,470 | $5,161-71.5% | $4,137-64.5% | $4,838-69.6% |
| Participant deferral / active EE | $1,646 | $6,441-74.4% | $5,507-70.1% | $6,342-74.0% |
| Admin fee / account holder | $4 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |