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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 | $6,971 | $165,399-95.8% | $149,745-95.3% | $158,982-95.6% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 89.11% | 348.34%-259.2pp | 276.72%-187.6pp | 302.99%-213.9pp |
| Employer contribution / active EE | $1,386 | $5,105-72.8% | $4,646-70.2% | $4,763-70.9% |
| Participant deferral / active EE | $1,504 | $7,183-79.1% | $6,843-78.0% | $5,983-74.9% |
| Admin fee / account holder | $54 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |