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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 | $1,172 | $76,634-98.5% | $56,054-97.9% | $145,978-99.2% |
| Participation rate | 45.0% | 63.2%-18.2pp | 52.5%-7.5pp | 80.3%-35.3pp |
| Annual return | 7.62% | 3004.33%-2996.7pp | 1705.95%-1698.3pp | 550.52%-542.9pp |
| Employer contribution / active EE | $144 | $1,380-89.6% | $1,039-86.2% | $4,662-96.9% |
| Participant deferral / active EE | $144 | $2,622-94.5% | $1,952-92.6% | $6,690-97.8% |
| Admin fee / account holder | $81 | $3,321-97.5% | $2,822-97.1% | $13,400-99.4% |