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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 | $9,163 | $100,868-90.9% | $90,414-89.9% | $158,931-94.2% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 17.54% | 1724.58%-1707.0pp | 1293.19%-1275.7pp | 302.86%-285.3pp |
| Employer contribution / active EE | $469 | $3,689-87.3% | $3,262-85.6% | $4,761-90.1% |
| Participant deferral / active EE | $517 | $4,348-88.1% | $3,963-86.9% | $5,982-91.4% |
| Admin fee / account holder | $66 | $6,502-99.0% | $5,611-98.8% | $11,247-99.4% |