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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 | $3,177 | $110,629-97.1% | $80,784-96.1% | $167,553-98.1% |
| Participation rate | 5.6% | 64.0%-58.4pp | 54.2%-48.6pp | 82.1%-76.6pp |
| Annual return | 23.47% | 120.58%-97.1pp | 87.31%-63.8pp | 478.89%-455.4pp |
| Employer contribution / active EE | $62 | $1,543-96.0% | $1,160-94.7% | $4,840-98.7% |
| Participant deferral / active EE | $62 | $2,871-97.8% | $2,145-97.1% | $6,343-99.0% |
| Admin fee / account holder | $8 | $4,547-99.8% | $3,380-99.8% | $12,316-99.9% |