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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 | $1,885 | $102,663-98.2% | $86,216-97.8% | $139,466-98.6% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.0%-49.0pp | 80.3%-60.3pp |
| Annual return | 25.29% | 1924.52%-1899.2pp | 1169.42%-1144.1pp | 373.66%-348.4pp |
| Employer contribution / active EE | $1,009 | $3,035-66.7% | $2,382-57.6% | $4,754-78.8% |
| Participant deferral / active EE | $274 | $4,677-94.1% | $3,986-93.1% | $6,712-95.9% |
| Admin fee / account holder | $50 | $8,663-99.4% | $6,853-99.3% | $11,409-99.6% |