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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 | $5,365 | $110,410-95.1% | $102,437-94.8% | $145,897-96.3% |
| Participation rate | 45.0% | 77.9%-32.9pp | 74.5%-29.5pp | 80.3%-35.3pp |
| Annual return | 118.33% | 24.85%+93.5pp | 24.95%+93.4pp | 552.29%-434.0pp |
| Employer contribution / active EE | $1,013 | $4,217-76.0% | $3,871-73.8% | $4,663-78.3% |
| Participant deferral / active EE | $1,322 | $5,622-76.5% | $5,060-73.9% | $6,689-80.2% |
| Admin fee / account holder | $45 | $9,745-99.5% | $8,388-99.5% | $13,390-99.7% |