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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 | $3,268 | $127,779-97.4% | $106,551-96.9% | $167,518-98.0% |
| Participation rate | 40.0% | 78.3%-38.3pp | 76.1%-36.1pp | 82.1%-42.1pp |
| Annual return | 57.78% | 33.87%+23.9pp | 26.80%+31.0pp | 478.71%-420.9pp |
| Employer contribution / active EE | $769 | $3,427-77.6% | $2,819-72.7% | $4,838-84.1% |
| Participant deferral / active EE | $770 | $5,088-84.9% | $4,398-82.5% | $6,342-87.9% |
| Admin fee / account holder | $11 | $11,228-99.9% | $7,408-99.8% | $12,312-99.9% |