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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 | $1,122 | $109,372-99.0% | $89,414-98.7% | $158,966-99.3% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.0%-25.1pp | 82.0%-39.1pp |
| Annual return | 77.98% | 345.55%-267.6pp | 245.50%-167.5pp | 302.95%-225.0pp |
| Employer contribution / active EE | $298 | $3,171-90.6% | $2,586-88.5% | $4,762-93.7% |
| Participant deferral / active EE | $365 | $4,598-92.1% | $3,890-90.6% | $5,983-93.9% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |