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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 | $3,399 | $100,938-96.6% | $90,461-96.2% | $158,982-97.9% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 42.01% | 1727.20%-1685.2pp | 1294.76%-1252.8pp | 302.99%-261.0pp |
| Employer contribution / active EE | $384 | $3,691-89.6% | $3,264-88.2% | $4,763-91.9% |
| Participant deferral / active EE | $641 | $4,350-85.3% | $3,964-83.8% | $5,983-89.3% |
| Admin fee / account holder | $21 | $6,510-99.7% | $5,617-99.6% | $11,252-99.8% |