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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 | $7,178 | $102,429-93.0% | $147,096-95.1% | $80,925-91.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 513.19% | 135.02%+378.2pp | 419.75%+93.4pp | 35.65%+477.5pp |
| Employer contribution / active EE | $1,355 | $3,716-63.5% | $4,936-72.5% | $2,756-50.8% |
| Participant deferral / active EE | $1,695 | $6,649-74.5% | $8,071-79.0% | $4,299-60.6% |
| Admin fee / account holder | $64 | $7,957-99.2% | $13,005-99.5% | $6,940-99.1% |