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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 | $2,025 | $100,911-98.0% | $90,440-97.8% | $158,966-98.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 21.19% | 1726.62%-1705.4pp | 1294.38%-1273.2pp | 302.95%-281.8pp |
| Employer contribution / active EE | $227 | $3,690-93.8% | $3,263-93.0% | $4,762-95.2% |
| Participant deferral / active EE | $454 | $4,348-89.6% | $3,964-88.5% | $5,983-92.4% |
| Admin fee / account holder | $14 | $6,507-99.8% | $5,615-99.8% | $11,250-99.9% |