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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 | $5,521 | $125,184-95.6% | $105,607-94.8% | $145,884-96.2% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 10.80% | 225.00%-214.2pp | 116.11%-105.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,594 | $3,720-57.1% | $3,167-49.7% | $4,662-65.8% |
| Participant deferral / active EE | $479 | $5,714-91.6% | $5,011-90.4% | $6,690-92.8% |
| Admin fee / account holder | $19 | $17,133-99.9% | $10,958-99.8% | $13,392-99.9% |