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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 | $8,553 | $109,872-92.2% | $98,483-91.3% | $167,536-94.9% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 10.22% | 1959.31%-1949.1pp | 1494.38%-1484.2pp | 478.82%-468.6pp |
| Employer contribution / active EE | $229 | $3,225-92.9% | $2,961-92.3% | $4,839-95.3% |
| Participant deferral / active EE | $578 | $4,673-87.6% | $4,276-86.5% | $6,342-90.9% |
| Admin fee / account holder | $15 | $6,757-99.8% | $5,953-99.7% | $12,315-99.9% |