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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 | $3,696 | $109,872-96.6% | $98,483-96.2% | $167,536-97.8% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 17.54% | 1959.31%-1941.8pp | 1494.38%-1476.8pp | 478.82%-461.3pp |
| Employer contribution / active EE | $236 | $3,225-92.7% | $2,961-92.0% | $4,839-95.1% |
| Participant deferral / active EE | $485 | $4,673-89.6% | $4,276-88.7% | $6,342-92.3% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |