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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 | $4,860 | $202,463-97.6% | $169,397-97.1% | $139,487-96.5% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 63.06% | 532.64%-469.6pp | 406.23%-343.2pp | 373.84%-310.8pp |
| Employer contribution / active EE | $819 | $4,694-82.6% | $4,013-79.6% | $4,755-82.8% |
| Participant deferral / active EE | $1,024 | $6,941-85.2% | $6,223-83.5% | $6,713-84.7% |
| Admin fee / account holder | $4 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |