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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 | $2,069 | $117,426-98.2% | $99,470-97.9% | $152,885-98.6% |
| Participation rate | 60.0% | 77.5%-17.5pp | 73.8%-13.8pp | 82.5%-22.5pp |
| Annual return | 41.34% | 31.87%+9.5pp | 30.72%+10.6pp | 345.39%-304.0pp |
| Employer contribution / active EE | $412 | $3,014-86.3% | $2,540-83.8% | $4,763-91.3% |
| Participant deferral / active EE | $412 | $4,086-89.9% | $3,619-88.6% | $5,851-93.0% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,598-100.0% |