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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 | $6,942 | $109,872-93.7% | $98,483-93.0% | $167,536-95.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 10.22% | 1959.31%-1949.1pp | 1494.38%-1484.2pp | 478.82%-468.6pp |
| Employer contribution / active EE | $519 | $3,225-83.9% | $2,961-82.5% | $4,839-89.3% |
| Participant deferral / active EE | $652 | $4,673-86.1% | $4,276-84.8% | $6,342-89.7% |
| Admin fee / account holder | $27 | $6,757-99.6% | $5,953-99.6% | $12,315-99.8% |