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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 | $4,309 | $76,368-94.4% | $67,681-93.6% | $154,746-97.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 22.69% | 1066.77%-1044.1pp | 590.58%-567.9pp | 172.34%-149.6pp |
| Employer contribution / active EE | $583 | $3,151-81.5% | $2,678-78.2% | $4,379-86.7% |
| Participant deferral / active EE | $690 | $4,824-85.7% | $3,976-82.7% | $6,730-89.8% |
| Admin fee / account holder | $257 | $8,559-97.0% | $6,100-95.8% | $14,365-98.2% |