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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 | $11,003 | $55,437-80.2% | $155,534-92.9% | $74,459-85.2% |
| Participation rate | 20.3% | 61.9%-41.6pp | 78.2%-57.9pp | 67.2%-46.9pp |
| Annual return | 2274.38% | 269.58%+2004.8pp | 64.92%+2209.5pp | 1369.70%+904.7pp |
| Employer contribution / active EE | $483 | $2,266-78.7% | $4,675-89.7% | $2,626-81.6% |
| Participant deferral / active EE | $775 | $2,837-72.7% | $5,630-86.2% | $4,350-82.2% |
| Admin fee / account holder | $195 | $1,742-88.8% | $15,900-98.8% | $1,945-90.0% |