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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 | $3,980 | $100,911-96.1% | $90,440-95.6% | $158,966-97.5% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.7%-44.1pp | 82.0%-53.4pp |
| Annual return | 23.41% | 1726.62%-1703.2pp | 1294.38%-1271.0pp | 302.95%-279.5pp |
| Employer contribution / active EE | $245 | $3,690-93.4% | $3,263-92.5% | $4,762-94.9% |
| Participant deferral / active EE | $270 | $4,348-93.8% | $3,964-93.2% | $5,983-95.5% |
| Admin fee / account holder | $85 | $6,507-98.7% | $5,615-98.5% | $11,250-99.2% |