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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 | $4,375 | $105,856-95.9% | $90,161-95.1% | $147,585-97.0% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.5pp | 82.8%-49.5pp |
| Annual return | 31.24% | 37.63%-6.4pp | 34.89%-3.6pp | 578.58%-547.3pp |
| Employer contribution / active EE | $600 | $4,126-85.5% | $3,318-81.9% | $4,876-87.7% |
| Participant deferral / active EE | $600 | $5,733-89.5% | $5,287-88.7% | $5,439-89.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |