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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 | $6,378 | $169,356-96.2% | $129,406-95.1% | $145,897-95.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 14.32% | 14418.62%-14404.3pp | 9468.18%-9453.9pp | 552.29%-538.0pp |
| Employer contribution / active EE | $390 | $5,542-93.0% | $4,155-90.6% | $4,663-91.6% |
| Participant deferral / active EE | $300 | $4,987-94.0% | $4,167-92.8% | $6,689-95.5% |
| Admin fee / account holder | $11 | $9,915-99.9% | $7,689-99.9% | $13,390-99.9% |