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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 | $2,207 | $100,938-97.8% | $90,461-97.6% | $158,982-98.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 12.93% | 1727.20%-1714.3pp | 1294.76%-1281.8pp | 302.99%-290.1pp |
| Employer contribution / active EE | $231 | $3,691-93.7% | $3,264-92.9% | $4,763-95.1% |
| Participant deferral / active EE | $349 | $4,350-92.0% | $3,964-91.2% | $5,983-94.2% |
| Admin fee / account holder | $14 | $6,510-99.8% | $5,617-99.8% | $11,252-99.9% |