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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 | $4,535 | $111,301-95.9% | $112,977-96.0% | $158,982-97.1% |
| Participation rate | 50.0% | 83.5%-33.5pp | 82.6%-32.6pp | 82.0%-32.0pp |
| Annual return | 90.82% | 26.40%+64.4pp | 24.24%+66.6pp | 302.99%-212.2pp |
| Employer contribution / active EE | $1,448 | $4,471-67.6% | $4,255-66.0% | $4,763-69.6% |
| Participant deferral / active EE | $1,570 | $5,880-73.3% | $5,836-73.1% | $5,983-73.8% |
| Admin fee / account holder | $14 | $8,392-99.8% | $6,294-99.8% | $11,252-99.9% |