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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 | $6,841 | $100,895-93.2% | $90,430-92.4% | $158,950-95.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 13.47% | 1725.54%-1712.1pp | 1293.73%-1280.3pp | 302.91%-289.4pp |
| Employer contribution / active EE | $260 | $3,689-93.0% | $3,262-92.0% | $4,762-94.5% |
| Participant deferral / active EE | $260 | $4,347-94.0% | $3,963-93.4% | $5,983-95.7% |
| Admin fee / account holder | $35 | $6,505-99.5% | $5,613-99.4% | $11,248-99.7% |