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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 | $6,955 | $109,872-93.7% | $98,483-92.9% | $167,536-95.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 19.61% | 1959.31%-1939.7pp | 1494.38%-1474.8pp | 478.82%-459.2pp |
| Employer contribution / active EE | $230 | $3,225-92.9% | $2,961-92.2% | $4,839-95.2% |
| Participant deferral / active EE | $525 | $4,673-88.8% | $4,276-87.7% | $6,342-91.7% |
| Admin fee / account holder | $51 | $6,757-99.3% | $5,953-99.2% | $12,315-99.6% |