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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 | $5,347 | $180,749-97.0% | $160,784-96.7% | $137,256-96.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 21.74% | 2234.46%-2212.7pp | 1803.92%-1782.2pp | 220.34%-198.6pp |
| Employer contribution / active EE | $636 | $4,155-84.7% | $3,733-83.0% | $4,156-84.7% |
| Participant deferral / active EE | $764 | $6,844-88.8% | $6,293-87.9% | $6,407-88.1% |
| Admin fee / account holder | $25 | $10,397-99.8% | $9,717-99.7% | $12,270-99.8% |