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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 | $1,805 | $99,995-98.2% | $85,063-97.9% | $145,978-98.8% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 15.15% | 83.99%-68.8pp | 66.54%-51.4pp | 550.52%-535.4pp |
| Employer contribution / active EE | $522 | $3,231-83.9% | $2,727-80.9% | $4,662-88.8% |
| Participant deferral / active EE | $522 | $5,295-90.1% | $4,523-88.5% | $6,690-92.2% |
| Admin fee / account holder | $23 | $7,255-99.7% | $6,155-99.6% | $13,400-99.8% |