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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 | $2,844 | $73,421-96.1% | $66,439-95.7% | $155,188-98.2% |
| Participation rate | 66.7% | 79.7%-13.0pp | 74.5%-7.8pp | 80.8%-14.1pp |
| Annual return | 19.95% | 1382.37%-1362.4pp | 757.66%-737.7pp | 148.84%-128.9pp |
| Employer contribution / active EE | $329 | $3,039-89.2% | $2,637-87.5% | $4,248-92.3% |
| Participant deferral / active EE | $622 | $4,680-86.7% | $3,876-84.0% | $6,531-90.5% |
| Admin fee / account holder | $286 | $8,856-96.8% | $6,173-95.4% | $14,480-98.0% |