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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 | $1,690 | $103,038-98.4% | $90,324-98.1% | $152,909-98.9% |
| Participation rate | 31.3% | 75.9%-44.6pp | 73.3%-42.0pp | 82.5%-51.2pp |
| Annual return | 144.56% | 95.25%+49.3pp | 78.15%+66.4pp | 345.46%-200.9pp |
| Employer contribution / active EE | $243 | $3,141-92.3% | $2,856-91.5% | $4,764-94.9% |
| Participant deferral / active EE | $483 | $4,282-88.7% | $3,885-87.6% | $5,851-91.7% |
| Admin fee / account holder | $28 | $6,177-99.6% | $5,356-99.5% | $11,601-99.8% |