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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 | $6,075 | $98,776-93.8% | $149,745-95.9% | $79,856-92.4% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.5%-23.2pp | 69.6%-10.4pp |
| Annual return | 644.77% | 27.38%+617.4pp | 276.72%+368.1pp | 31.71%+613.1pp |
| Employer contribution / active EE | $921 | $3,217-71.4% | $4,646-80.2% | $2,471-62.7% |
| Participant deferral / active EE | $2,244 | $5,681-60.5% | $6,843-67.2% | $3,741-40.0% |
| Admin fee / account holder | $3 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |