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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 | $7,354 | $100,911-92.7% | $90,440-91.9% | $158,966-95.4% |
| Participation rate | 47.1% | 75.0%-28.0pp | 72.7%-25.6pp | 82.0%-34.9pp |
| Annual return | 20.07% | 1726.62%-1706.5pp | 1294.38%-1274.3pp | 302.95%-282.9pp |
| Employer contribution / active EE | $428 | $3,690-88.4% | $3,263-86.9% | $4,762-91.0% |
| Participant deferral / active EE | $501 | $4,348-88.5% | $3,964-87.4% | $5,983-91.6% |
| Admin fee / account holder | $69 | $6,507-98.9% | $5,615-98.8% | $11,250-99.4% |