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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 | $2,208 | $100,911-97.8% | $90,440-97.6% | $158,966-98.6% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | 19.27% | 1726.62%-1707.4pp | 1294.38%-1275.1pp | 302.95%-283.7pp |
| Employer contribution / active EE | $271 | $3,690-92.7% | $3,263-91.7% | $4,762-94.3% |
| Participant deferral / active EE | $535 | $4,348-87.7% | $3,964-86.5% | $5,983-91.1% |
| Admin fee / account holder | $81 | $6,507-98.8% | $5,615-98.6% | $11,250-99.3% |