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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 | $1,936 | $102,635-98.1% | $86,209-97.8% | $139,456-98.6% |
| Participation rate | 63.6% | 74.5%-10.9pp | 69.0%-5.3pp | 80.3%-16.7pp |
| Annual return | 26.65% | 1923.53%-1896.9pp | 1169.05%-1142.4pp | 373.45%-346.8pp |
| Employer contribution / active EE | $567 | $3,034-81.3% | $2,381-76.2% | $4,753-88.1% |
| Participant deferral / active EE | $567 | $4,677-87.9% | $3,986-85.8% | $6,711-91.5% |
| Admin fee / account holder | $11 | $8,661-99.9% | $6,853-99.8% | $11,407-99.9% |