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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 | $5,779 | $180,749-96.8% | $160,784-96.4% | $137,256-95.8% |
| Participation rate | 61.5% | 80.0%-18.4pp | 77.0%-15.4pp | 80.0%-18.4pp |
| Annual return | 21.33% | 2234.46%-2213.1pp | 1803.92%-1782.6pp | 220.34%-199.0pp |
| Employer contribution / active EE | $564 | $4,155-86.4% | $3,733-84.9% | $4,156-86.4% |
| Participant deferral / active EE | $655 | $6,844-90.4% | $6,293-89.6% | $6,407-89.8% |
| Admin fee / account holder | $17 | $10,397-99.8% | $9,717-99.8% | $12,270-99.9% |