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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 | $7,920 | $104,924-92.5% | $84,623-90.6% | $152,885-94.8% |
| Participation rate | 13.6% | 74.8%-61.2pp | 68.2%-54.6pp | 82.5%-68.8pp |
| Annual return | 37.03% | 373.82%-336.8pp | 258.77%-221.7pp | 345.39%-308.4pp |
| Employer contribution / active EE | $298 | $3,302-91.0% | $2,652-88.7% | $4,763-93.7% |
| Participant deferral / active EE | $435 | $4,689-90.7% | $3,899-88.9% | $5,851-92.6% |
| Admin fee / account holder | $83 | $6,242-98.7% | $4,913-98.3% | $11,598-99.3% |