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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 | $3,361 | $104,520-96.8% | $76,823-95.6% | $152,885-97.8% |
| Participation rate | 66.7% | 76.6%-9.9pp | 72.1%-5.4pp | 82.5%-15.8pp |
| Annual return | 36.09% | 1014.03%-977.9pp | 1166.42%-1130.3pp | 345.39%-309.3pp |
| Employer contribution / active EE | $650 | $3,117-79.1% | $2,302-71.8% | $4,763-86.4% |
| Participant deferral / active EE | $728 | $4,236-82.8% | $3,336-78.2% | $5,851-87.6% |
| Admin fee / account holder | $7 | $12,283-99.9% | $6,422-99.9% | $11,598-99.9% |