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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 | $3,576 | $109,872-96.7% | $98,483-96.4% | $167,536-97.9% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 14.43% | 1959.31%-1944.9pp | 1494.38%-1479.9pp | 478.82%-464.4pp |
| Employer contribution / active EE | $567 | $3,225-82.4% | $2,961-80.9% | $4,839-88.3% |
| Participant deferral / active EE | $871 | $4,673-81.4% | $4,276-79.6% | $6,342-86.3% |
| Admin fee / account holder | $267 | $6,757-96.1% | $5,953-95.5% | $12,315-97.8% |