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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 | $4,275 | $100,911-95.8% | $90,440-95.3% | $158,966-97.3% |
| Participation rate | 31.3% | 75.0%-43.8pp | 72.7%-41.4pp | 82.0%-50.7pp |
| Annual return | 35.76% | 1726.62%-1690.9pp | 1294.38%-1258.6pp | 302.95%-267.2pp |
| Employer contribution / active EE | $335 | $3,690-90.9% | $3,263-89.7% | $4,762-93.0% |
| Participant deferral / active EE | $398 | $4,348-90.9% | $3,964-90.0% | $5,983-93.4% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |