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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 | $3,497 | $100,938-96.5% | $90,461-96.1% | $158,982-97.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 26.17% | 1727.20%-1701.0pp | 1294.76%-1268.6pp | 302.99%-276.8pp |
| Employer contribution / active EE | $380 | $3,691-89.7% | $3,264-88.4% | $4,763-92.0% |
| Participant deferral / active EE | $631 | $4,350-85.5% | $3,964-84.1% | $5,983-89.5% |
| Admin fee / account holder | $8 | $6,510-99.9% | $5,617-99.9% | $11,252-99.9% |