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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 | $4,552 | $100,938-95.5% | $90,461-95.0% | $158,982-97.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 23.35% | 1727.20%-1703.9pp | 1294.76%-1271.4pp | 302.99%-279.6pp |
| Employer contribution / active EE | $192 | $3,691-94.8% | $3,264-94.1% | $4,763-96.0% |
| Participant deferral / active EE | $477 | $4,350-89.0% | $3,964-88.0% | $5,983-92.0% |
| Admin fee / account holder | $29 | $6,510-99.6% | $5,617-99.5% | $11,252-99.7% |