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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 | $2,900 | $100,203-97.1% | $85,240-96.6% | $145,897-98.0% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 16.90% | 84.28%-67.4pp | 66.75%-49.9pp | 552.29%-535.4pp |
| Employer contribution / active EE | $402 | $3,242-87.6% | $2,735-85.3% | $4,663-91.4% |
| Participant deferral / active EE | $639 | $5,299-87.9% | $4,527-85.9% | $6,689-90.5% |
| Admin fee / account holder | $26 | $7,265-99.6% | $6,165-99.6% | $13,390-99.8% |