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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 | $2,915 | $107,368-97.3% | $92,915-96.9% | $152,909-98.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 50.98% | 145.64%-94.7pp | 109.45%-58.5pp | 345.46%-294.5pp |
| Employer contribution / active EE | $962 | $4,222-77.2% | $3,653-73.7% | $4,764-79.8% |
| Participant deferral / active EE | $650 | $4,848-86.6% | $4,238-84.7% | $5,851-88.9% |
| Admin fee / account holder | $7 | $7,082-99.9% | $5,796-99.9% | $11,601-99.9% |