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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 | $2,659 | $96,691-97.3% | $86,656-96.9% | $139,487-98.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 26.94% | 106.87%-79.9pp | 593.09%-566.2pp | 373.84%-346.9pp |
| Employer contribution / active EE | $448 | $3,267-86.3% | $3,025-85.2% | $4,755-90.6% |
| Participant deferral / active EE | $448 | $4,838-90.7% | $4,439-89.9% | $6,713-93.3% |
| Admin fee / account holder | $7 | $6,414-99.9% | $5,619-99.9% | $11,407-99.9% |