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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 | $3,958 | $99,032-96.0% | $80,022-95.1% | $135,379-97.1% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | 1458.09% | 15.39%+1442.7pp | 11.22%+1446.9pp | 519.79%+938.3pp |
| Employer contribution / active EE | $602 | $3,043-80.2% | $2,468-75.6% | $4,779-87.4% |
| Participant deferral / active EE | $662 | $4,282-84.6% | $3,686-82.1% | $5,609-88.2% |
| Admin fee / account holder | $13 | $10,436-99.9% | $6,521-99.8% | $10,828-99.9% |