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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 | $3,012 | $100,895-97.0% | $90,430-96.7% | $158,950-98.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 36.35% | 1725.54%-1689.2pp | 1293.73%-1257.4pp | 302.91%-266.6pp |
| Employer contribution / active EE | $297 | $3,689-92.0% | $3,262-90.9% | $4,762-93.8% |
| Participant deferral / active EE | $543 | $4,347-87.5% | $3,963-86.3% | $5,983-90.9% |
| Admin fee / account holder | $10 | $6,505-99.8% | $5,613-99.8% | $11,248-99.9% |