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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 | $6,013 | $100,938-94.0% | $90,461-93.4% | $158,982-96.2% |
| Participation rate | 14.3% | 75.0%-60.7pp | 72.7%-58.4pp | 82.0%-67.7pp |
| Annual return | 20.68% | 1727.20%-1706.5pp | 1294.76%-1274.1pp | 302.99%-282.3pp |
| Employer contribution / active EE | $313 | $3,691-91.5% | $3,264-90.4% | $4,763-93.4% |
| Participant deferral / active EE | $614 | $4,350-85.9% | $3,964-84.5% | $5,983-89.7% |
| Admin fee / account holder | $57 | $6,510-99.1% | $5,617-99.0% | $11,252-99.5% |