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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 | $4,201 | $102,663-95.9% | $86,216-95.1% | $139,466-97.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 41.15% | 1924.52%-1883.4pp | 1169.42%-1128.3pp | 373.66%-332.5pp |
| Employer contribution / active EE | $838 | $3,035-72.4% | $2,382-64.8% | $4,754-82.4% |
| Participant deferral / active EE | $1,047 | $4,677-77.6% | $3,986-73.7% | $6,712-84.4% |
| Admin fee / account holder | $157 | $8,663-98.2% | $6,853-97.7% | $11,409-98.6% |