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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 | $6,441 | $217,432-97.0% | $185,849-96.5% | $167,536-96.2% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 41.49% | 148.42%-106.9pp | 122.10%-80.6pp | 478.82%-437.3pp |
| Employer contribution / active EE | $2,596 | $5,875-55.8% | $5,169-49.8% | $4,839-46.4% |
| Participant deferral / active EE | $1,122 | $6,357-82.4% | $5,569-79.9% | $6,342-82.3% |
| Admin fee / account holder | $48 | $19,818-99.8% | $16,244-99.7% | $12,315-99.6% |