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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 | $6,729 | $165,399-95.9% | $149,745-95.5% | $158,982-95.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 84.76% | 348.34%-263.6pp | 276.72%-192.0pp | 302.99%-218.2pp |
| Employer contribution / active EE | $1,010 | $5,105-80.2% | $4,646-78.3% | $4,763-78.8% |
| Participant deferral / active EE | $1,318 | $7,183-81.7% | $6,843-80.7% | $5,983-78.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |