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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 | $4,810 | $96,678-95.0% | $86,640-94.4% | $139,466-96.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 23.85% | 106.69%-82.8pp | 592.52%-568.7pp | 373.66%-349.8pp |
| Employer contribution / active EE | $660 | $3,265-79.8% | $3,024-78.2% | $4,754-86.1% |
| Participant deferral / active EE | $660 | $4,837-86.4% | $4,438-85.1% | $6,712-90.2% |
| Admin fee / account holder | $10 | $6,410-99.8% | $5,616-99.8% | $11,409-99.9% |