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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 | $5,610 | $112,935-95.0% | $90,970-93.8% | $158,966-96.5% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | 56.84% | 215.79%-158.9pp | 134.58%-77.7pp | 302.95%-246.1pp |
| Employer contribution / active EE | $666 | $2,895-77.0% | $2,122-68.6% | $4,762-86.0% |
| Participant deferral / active EE | $785 | $4,129-81.0% | $3,373-76.7% | $5,983-86.9% |
| Admin fee / account holder | $27 | $8,045-99.7% | $5,960-99.6% | $11,250-99.8% |