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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 | $7,085 | $100,911-93.0% | $90,440-92.2% | $158,966-95.5% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.7%-56.0pp | 82.0%-65.3pp |
| Annual return | 43.57% | 1726.62%-1683.0pp | 1294.38%-1250.8pp | 302.95%-259.4pp |
| Employer contribution / active EE | $250 | $3,690-93.2% | $3,263-92.3% | $4,762-94.8% |
| Participant deferral / active EE | $333 | $4,348-92.3% | $3,964-91.6% | $5,983-94.4% |
| Admin fee / account holder | $44 | $6,507-99.3% | $5,615-99.2% | $11,250-99.6% |