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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 | $1,750 | $113,338-98.5% | $94,993-98.2% | $147,586-98.8% |
| Participation rate | 33.3% | 78.0%-44.6pp | 73.9%-40.6pp | 82.8%-49.5pp |
| Annual return | 26.43% | 20.80%+5.6pp | 27.14%-0.7pp | 578.59%-552.2pp |
| Employer contribution / active EE | $174 | $3,160-94.5% | $2,603-93.3% | $4,876-96.4% |
| Participant deferral / active EE | $174 | $3,777-95.4% | $3,317-94.8% | $5,439-96.8% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |