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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 | $5,691 | $100,895-94.4% | $90,430-93.7% | $158,950-96.4% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.7%-36.3pp | 82.0%-45.6pp |
| Annual return | 32.35% | 1725.54%-1693.2pp | 1293.73%-1261.4pp | 302.91%-270.6pp |
| Employer contribution / active EE | $300 | $3,689-91.9% | $3,262-90.8% | $4,762-93.7% |
| Participant deferral / active EE | $495 | $4,347-88.6% | $3,963-87.5% | $5,983-91.7% |
| Admin fee / account holder | $20 | $6,505-99.7% | $5,613-99.6% | $11,248-99.8% |