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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 | $5,646 | $154,209-96.3% | $130,062-95.7% | $139,487-96.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 33.34% | 32.52%+0.8pp | -137.37%+170.7pp | 373.84%-340.5pp |
| Employer contribution / active EE | $1,126 | $5,292-78.7% | $4,322-74.0% | $4,755-76.3% |
| Participant deferral / active EE | $1,804 | $6,709-73.1% | $5,821-69.0% | $6,713-73.1% |
| Admin fee / account holder | $14 | $13,988-99.9% | $10,601-99.9% | $11,407-99.9% |