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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 | $5,467 | $84,713-93.5% | $75,717-92.8% | $167,518-96.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 20.05% | 199.49%-179.4pp | 104.58%-84.5pp | 478.71%-458.7pp |
| Employer contribution / active EE | $596 | $3,229-81.6% | $2,743-78.3% | $4,838-87.7% |
| Participant deferral / active EE | $800 | $4,578-82.5% | $3,821-79.1% | $6,342-87.4% |
| Admin fee / account holder | $25 | $5,357-99.5% | $3,619-99.3% | $12,312-99.8% |