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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 | $5,116 | $104,937-95.1% | $84,628-94.0% | $152,897-96.7% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | 30.66% | 373.88%-343.2pp | 258.80%-228.1pp | 345.43%-314.8pp |
| Employer contribution / active EE | $688 | $3,303-79.2% | $2,653-74.1% | $4,764-85.5% |
| Participant deferral / active EE | $688 | $4,690-85.3% | $3,900-82.4% | $5,851-88.2% |
| Admin fee / account holder | $3 | $6,243-100.0% | $4,914-99.9% | $11,599-100.0% |