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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 | $6,144 | $109,905-94.4% | $98,506-93.8% | $167,553-96.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 15.19% | 1960.20%-1945.0pp | 1494.92%-1479.7pp | 478.89%-463.7pp |
| Employer contribution / active EE | $327 | $3,226-89.9% | $2,961-89.0% | $4,840-93.2% |
| Participant deferral / active EE | $491 | $4,674-89.5% | $4,277-88.5% | $6,343-92.3% |
| Admin fee / account holder | $24 | $6,760-99.6% | $5,955-99.6% | $12,316-99.8% |