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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 | $4,240 | $109,872-96.1% | $98,483-95.7% | $167,536-97.5% |
| Participation rate | 30.0% | 75.8%-45.8pp | 73.3%-43.3pp | 82.1%-52.1pp |
| Annual return | 29.61% | 1959.31%-1929.7pp | 1494.38%-1464.8pp | 478.82%-449.2pp |
| Employer contribution / active EE | $369 | $3,225-88.6% | $2,961-87.5% | $4,839-92.4% |
| Participant deferral / active EE | $609 | $4,673-87.0% | $4,276-85.8% | $6,342-90.4% |
| Admin fee / account holder | $13 | $6,757-99.8% | $5,953-99.8% | $12,315-99.9% |