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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 | $73,421-94.1% | $66,439-93.5% | $155,188-97.2% |
| Participation rate | 66.7% | 79.7%-13.0pp | 74.5%-7.8pp | 80.8%-14.1pp |
| Annual return | 22.69% | 1382.37%-1359.7pp | 757.66%-735.0pp | 148.84%-126.1pp |
| Employer contribution / active EE | $583 | $3,039-80.8% | $2,637-77.9% | $4,248-86.3% |
| Participant deferral / active EE | $690 | $4,680-85.3% | $3,876-82.2% | $6,531-89.4% |
| Admin fee / account holder | $257 | $8,856-97.1% | $6,173-95.8% | $14,480-98.2% |