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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 | $1,950 | $68,097-97.1% | $62,929-96.9% | $137,256-98.6% |
| Participation rate | 47.4% | 77.4%-30.1pp | 73.1%-25.7pp | 80.0%-32.6pp |
| Annual return | 22.87% | 1859.11%-1836.2pp | 1063.93%-1041.1pp | 220.34%-197.5pp |
| Employer contribution / active EE | $223 | $2,811-92.1% | $2,505-91.1% | $4,156-94.6% |
| Participant deferral / active EE | $260 | $4,553-94.3% | $3,888-93.3% | $6,407-95.9% |
| Admin fee / account holder | $8 | $6,521-99.9% | $5,065-99.8% | $12,270-99.9% |