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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 | $5,803 | $102,635-94.3% | $86,209-93.3% | $139,456-95.8% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.0%-13.4pp | 80.3%-24.8pp |
| Annual return | 28.04% | 1923.53%-1895.5pp | 1169.05%-1141.0pp | 373.45%-345.4pp |
| Employer contribution / active EE | $687 | $3,034-77.3% | $2,381-71.1% | $4,753-85.5% |
| Participant deferral / active EE | $818 | $4,677-82.5% | $3,986-79.5% | $6,711-87.8% |
| Admin fee / account holder | $0 | $8,661-100.0% | $6,853-100.0% | $11,407-100.0% |