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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 | $5,369 | $106,280-94.9% | $96,538-94.4% | $139,487-96.2% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 139.66% | 38.48%+101.2pp | 35.74%+103.9pp | 373.84%-234.2pp |
| Employer contribution / active EE | $826 | $4,107-79.9% | $3,740-77.9% | $4,755-82.6% |
| Participant deferral / active EE | $399 | $5,457-92.7% | $4,880-91.8% | $6,713-94.1% |
| Admin fee / account holder | $10 | $7,888-99.9% | $6,737-99.9% | $11,407-99.9% |