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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 | $2,259 | $169,356-98.7% | $129,406-98.3% | $145,897-98.5% |
| Participation rate | 36.4% | 76.5%-40.1pp | 69.6%-33.3pp | 80.3%-43.9pp |
| Annual return | 15.67% | 14418.62%-14402.9pp | 9468.18%-9452.5pp | 552.29%-536.6pp |
| Employer contribution / active EE | $217 | $5,542-96.1% | $4,155-94.8% | $4,663-95.3% |
| Participant deferral / active EE | $325 | $4,987-93.5% | $4,167-92.2% | $6,689-95.1% |
| Admin fee / account holder | $96 | $9,915-99.0% | $7,689-98.8% | $13,390-99.3% |