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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 | $5,217 | $165,361-96.8% | $149,715-96.5% | $158,950-96.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 137.56% | 348.24%-210.7pp | 276.66%-139.1pp | 302.91%-165.3pp |
| Employer contribution / active EE | $1,208 | $5,103-76.3% | $4,645-74.0% | $4,762-74.6% |
| Participant deferral / active EE | $1,445 | $7,182-79.9% | $6,842-78.9% | $5,983-75.8% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |