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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 | $6,249 | $102,595-93.9% | $94,057-93.4% | $154,746-96.0% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 19.88% | 583.42%-563.5pp | 480.62%-460.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $390 | $3,147-87.6% | $2,933-86.7% | $4,379-91.1% |
| Participant deferral / active EE | $779 | $5,118-84.8% | $4,709-83.5% | $6,730-88.4% |
| Admin fee / account holder | $60 | $7,736-99.2% | $7,244-99.2% | $14,365-99.6% |