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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 | $4,811 | $109,872-95.6% | $98,483-95.1% | $167,536-97.1% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 11.67% | 1959.31%-1947.6pp | 1494.38%-1482.7pp | 478.82%-467.1pp |
| Employer contribution / active EE | $434 | $3,225-86.6% | $2,961-85.4% | $4,839-91.0% |
| Participant deferral / active EE | $618 | $4,673-86.8% | $4,276-85.5% | $6,342-90.3% |
| Admin fee / account holder | $77 | $6,757-98.9% | $5,953-98.7% | $12,315-99.4% |