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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 | $5,820 | $100,911-94.2% | $90,440-93.6% | $158,966-96.3% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.7%-52.7pp | 82.0%-62.0pp |
| Annual return | 28.71% | 1726.62%-1697.9pp | 1294.38%-1265.7pp | 302.95%-274.2pp |
| Employer contribution / active EE | $150 | $3,690-95.9% | $3,263-95.4% | $4,762-96.9% |
| Participant deferral / active EE | $150 | $4,348-96.6% | $3,964-96.2% | $5,983-97.5% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |