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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 | $4,318 | $124,351-96.5% | $109,188-96.0% | $167,553-97.4% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 116.23% | 26.04%+90.2pp | 25.76%+90.5pp | 478.89%-362.7pp |
| Employer contribution / active EE | $1,083 | $4,210-74.3% | $3,723-70.9% | $4,840-77.6% |
| Participant deferral / active EE | $1,196 | $5,257-77.2% | $4,654-74.3% | $6,343-81.1% |
| Admin fee / account holder | $6 | $7,975-99.9% | $6,755-99.9% | $12,316-99.9% |