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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 | $4,973 | $73,421-93.2% | $66,439-92.5% | $155,188-96.8% |
| Participation rate | 50.0% | 79.7%-29.7pp | 74.5%-24.5pp | 80.8%-30.8pp |
| Annual return | 19.47% | 1382.37%-1362.9pp | 757.66%-738.2pp | 148.84%-129.4pp |
| Employer contribution / active EE | $346 | $3,039-88.6% | $2,637-86.9% | $4,248-91.9% |
| Participant deferral / active EE | $417 | $4,680-91.1% | $3,876-89.2% | $6,531-93.6% |
| Admin fee / account holder | $31 | $8,856-99.7% | $6,173-99.5% | $14,480-99.8% |