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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 | $2,852 | $100,911-97.2% | $90,440-96.8% | $158,966-98.2% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.7%-56.0pp | 82.0%-65.3pp |
| Annual return | 13.99% | 1726.62%-1712.6pp | 1294.38%-1280.4pp | 302.95%-289.0pp |
| Employer contribution / active EE | $171 | $3,690-95.4% | $3,263-94.8% | $4,762-96.4% |
| Participant deferral / active EE | $171 | $4,348-96.1% | $3,964-95.7% | $5,983-97.1% |
| Admin fee / account holder | $9 | $6,507-99.9% | $5,615-99.8% | $11,250-99.9% |