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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 | $5,406 | $148,558-96.4% | $135,925-96.0% | $139,427-96.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 125.09% | 79.22%+45.9pp | 68.25%+56.8pp | 373.27%-248.2pp |
| Employer contribution / active EE | $1,107 | $5,244-78.9% | $4,857-77.2% | $4,752-76.7% |
| Participant deferral / active EE | $1,216 | $8,101-85.0% | $7,759-84.3% | $6,711-81.9% |
| Admin fee / account holder | $14 | $12,401-99.9% | $10,764-99.9% | $11,404-99.9% |