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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 | $1,372 | $100,938-98.6% | $90,461-98.5% | $158,982-99.1% |
| Participation rate | 21.1% | 75.0%-54.0pp | 72.7%-51.6pp | 82.0%-60.9pp |
| Annual return | 45.21% | 1727.20%-1682.0pp | 1294.76%-1249.6pp | 302.99%-257.8pp |
| Employer contribution / active EE | $149 | $3,691-96.0% | $3,264-95.4% | $4,763-96.9% |
| Participant deferral / active EE | $179 | $4,350-95.9% | $3,964-95.5% | $5,983-97.0% |
| Admin fee / account holder | $199 | $6,510-96.9% | $5,617-96.5% | $11,252-98.2% |