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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 | $1,397 | $100,911-98.6% | $90,440-98.5% | $158,966-99.1% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 40.07% | 1726.62%-1686.6pp | 1294.38%-1254.3pp | 302.95%-262.9pp |
| Employer contribution / active EE | $153 | $3,690-95.8% | $3,263-95.3% | $4,762-96.8% |
| Participant deferral / active EE | $153 | $4,348-96.5% | $3,964-96.1% | $5,983-97.4% |
| Admin fee / account holder | $8 | $6,507-99.9% | $5,615-99.9% | $11,250-99.9% |