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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 | $2,693 | $100,073-97.3% | $85,126-96.8% | $145,877-98.2% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 39.67% | 84.11%-44.4pp | 66.63%-27.0pp | 551.28%-511.6pp |
| Employer contribution / active EE | $584 | $3,236-82.0% | $2,731-78.6% | $4,663-87.5% |
| Participant deferral / active EE | $876 | $5,294-83.5% | $4,523-80.6% | $6,691-86.9% |
| Admin fee / account holder | $26 | $7,261-99.6% | $6,160-99.6% | $13,402-99.8% |