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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 | $5,392 | $76,368-92.9% | $67,681-92.0% | $154,746-96.5% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 17.58% | 1066.77%-1049.2pp | 590.58%-573.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $319 | $3,151-89.9% | $2,678-88.1% | $4,379-92.7% |
| Participant deferral / active EE | $678 | $4,824-85.9% | $3,976-83.0% | $6,730-89.9% |
| Admin fee / account holder | $45 | $8,559-99.5% | $6,100-99.3% | $14,365-99.7% |