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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 | $2,969 | $121,677-97.6% | $104,625-97.2% | $158,966-98.1% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 71.06% | 465.58%-394.5pp | 340.60%-269.5pp | 302.95%-231.9pp |
| Employer contribution / active EE | $399 | $3,165-87.4% | $2,681-85.1% | $4,762-91.6% |
| Participant deferral / active EE | $655 | $4,175-84.3% | $3,738-82.5% | $5,983-89.1% |
| Admin fee / account holder | $16 | $7,777-99.8% | $6,465-99.7% | $11,250-99.9% |