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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 | $4,864 | $180,749-97.3% | $160,784-97.0% | $137,256-96.5% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 22.34% | 2234.46%-2212.1pp | 1803.92%-1781.6pp | 220.34%-198.0pp |
| Employer contribution / active EE | $695 | $4,155-83.3% | $3,733-81.4% | $4,156-83.3% |
| Participant deferral / active EE | $861 | $6,844-87.4% | $6,293-86.3% | $6,407-86.6% |
| Admin fee / account holder | $16 | $10,397-99.9% | $9,717-99.8% | $12,270-99.9% |