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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 | $3,605 | $99,009-96.4% | $86,581-95.8% | $147,585-97.6% |
| Participation rate | 38.5% | 76.3%-37.9pp | 73.5%-35.1pp | 82.8%-44.4pp |
| Annual return | 17.99% | 1312.70%-1294.7pp | 965.06%-947.1pp | 578.58%-560.6pp |
| Employer contribution / active EE | $150 | $3,132-95.2% | $2,840-94.7% | $4,876-96.9% |
| Participant deferral / active EE | $271 | $3,972-93.2% | $3,609-92.5% | $5,439-95.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |