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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 | $7,221 | $100,911-92.8% | $90,440-92.0% | $158,966-95.5% |
| Participation rate | 14.3% | 75.0%-60.7pp | 72.7%-58.4pp | 82.0%-67.7pp |
| Annual return | 25.07% | 1726.62%-1701.6pp | 1294.38%-1269.3pp | 302.95%-277.9pp |
| Employer contribution / active EE | $228 | $3,690-93.8% | $3,263-93.0% | $4,762-95.2% |
| Participant deferral / active EE | $228 | $4,348-94.8% | $3,964-94.3% | $5,983-96.2% |
| Admin fee / account holder | $46 | $6,507-99.3% | $5,615-99.2% | $11,250-99.6% |