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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 | $3,444 | $81,643-95.8% | $70,462-95.1% | $158,950-97.8% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 20.62% | 208.51%-187.9pp | 109.08%-88.5pp | 302.91%-282.3pp |
| Employer contribution / active EE | $600 | $3,218-81.4% | $2,737-78.1% | $4,762-87.4% |
| Participant deferral / active EE | $750 | $4,555-83.5% | $3,710-79.8% | $5,983-87.5% |
| Admin fee / account holder | $8 | $6,194-99.9% | $3,845-99.8% | $11,248-99.9% |