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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 | $5,021 | $100,911-95.0% | $90,440-94.4% | $158,966-96.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 26.42% | 1726.62%-1700.2pp | 1294.38%-1268.0pp | 302.95%-276.5pp |
| Employer contribution / active EE | $329 | $3,690-91.1% | $3,263-89.9% | $4,762-93.1% |
| Participant deferral / active EE | $526 | $4,348-87.9% | $3,964-86.7% | $5,983-91.2% |
| Admin fee / account holder | $46 | $6,507-99.3% | $5,615-99.2% | $11,250-99.6% |