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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 | $96,643-95.0% | $86,617-94.4% | $139,456-96.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 23.85% | 106.57%-82.7pp | 591.91%-568.1pp | 373.45%-349.6pp |
| Employer contribution / active EE | $660 | $3,264-79.8% | $3,023-78.2% | $4,753-86.1% |
| Participant deferral / active EE | $660 | $4,835-86.3% | $4,437-85.1% | $6,711-90.2% |
| Admin fee / account holder | $10 | $6,406-99.8% | $5,613-99.8% | $11,407-99.9% |