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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 | $3,721 | $109,872-96.6% | $98,483-96.2% | $167,536-97.8% |
| Participation rate | 22.7% | 75.8%-53.1pp | 73.3%-50.6pp | 82.1%-59.4pp |
| Annual return | 20.97% | 1959.31%-1938.3pp | 1494.38%-1473.4pp | 478.82%-457.8pp |
| Employer contribution / active EE | $350 | $3,225-89.1% | $2,961-88.2% | $4,839-92.8% |
| Participant deferral / active EE | $441 | $4,673-90.6% | $4,276-89.7% | $6,342-93.0% |
| Admin fee / account holder | $240 | $6,757-96.5% | $5,953-96.0% | $12,315-98.1% |