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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 | $1,385 | $103,008-98.7% | $90,304-98.5% | $152,897-99.1% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 22.97% | 95.22%-72.3pp | 78.13%-55.2pp | 345.43%-322.5pp |
| Employer contribution / active EE | $174 | $3,139-94.5% | $2,855-93.9% | $4,764-96.4% |
| Participant deferral / active EE | $276 | $4,281-93.6% | $3,885-92.9% | $5,851-95.3% |
| Admin fee / account holder | $11 | $6,175-99.8% | $5,354-99.8% | $11,599-99.9% |