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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 | $3,316 | $109,872-97.0% | $98,483-96.6% | $167,536-98.0% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 22.09% | 1959.31%-1937.2pp | 1494.38%-1472.3pp | 478.82%-456.7pp |
| Employer contribution / active EE | $655 | $3,225-79.7% | $2,961-77.9% | $4,839-86.5% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $197 | $6,757-97.1% | $5,953-96.7% | $12,315-98.4% |