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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 | $1,641 | $100,895-98.4% | $90,430-98.2% | $158,950-99.0% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 19.51% | 1725.54%-1706.0pp | 1293.73%-1274.2pp | 302.91%-283.4pp |
| Employer contribution / active EE | $271 | $3,689-92.7% | $3,262-91.7% | $4,762-94.3% |
| Participant deferral / active EE | $428 | $4,347-90.2% | $3,963-89.2% | $5,983-92.9% |
| Admin fee / account holder | $13 | $6,505-99.8% | $5,613-99.8% | $11,248-99.9% |