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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 | $11,280 | $99,009-88.6% | $86,581-87.0% | $147,585-92.4% |
| Participation rate | 23.5% | 76.3%-52.8pp | 73.5%-50.0pp | 82.8%-59.3pp |
| Annual return | 19.62% | 1312.70%-1293.1pp | 965.06%-945.4pp | 578.58%-559.0pp |
| Employer contribution / active EE | $193 | $3,132-93.8% | $2,840-93.2% | $4,876-96.0% |
| Participant deferral / active EE | $374 | $3,972-90.6% | $3,609-89.6% | $5,439-93.1% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |