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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 | $3,613 | $95,415-96.2% | $185,851-98.1% | $85,851-95.8% |
| Participation rate | 44.4% | 68.8%-24.3pp | 81.7%-37.3pp | 69.3%-24.9pp |
| Annual return | 33.05% | 23.59%+9.5pp | 122.11%-89.1pp | 318.63%-285.6pp |
| Employer contribution / active EE | $565 | $3,314-83.0% | $5,168-89.1% | $2,565-78.0% |
| Participant deferral / active EE | $855 | $3,424-75.0% | $5,569-84.6% | $3,952-78.4% |
| Admin fee / account holder | $0 | $7,215-100.0% | $16,245-100.0% | $6,261-100.0% |