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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 | $4,721 | $105,149-95.5% | $94,659-95.0% | $139,427-96.6% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 318.23% | 38.04%+280.2pp | 156.75%+161.5pp | 373.27%-55.0pp |
| Employer contribution / active EE | $2,847 | $4,106-30.7% | $3,673-22.5% | $4,752-40.1% |
| Participant deferral / active EE | $359 | $7,600-95.3% | $7,419-95.2% | $6,711-94.7% |
| Admin fee / account holder | $5 | $8,986-99.9% | $7,232-99.9% | $11,404-100.0% |