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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 | $1,728 | $156,970-98.9% | $121,210-98.6% | $139,487-98.8% |
| Participation rate | 63.2% | 76.5%-13.3pp | 69.5%-6.4pp | 80.3%-17.2pp |
| Annual return | 19.00% | 1477.10%-1458.1pp | 987.41%-968.4pp | 373.84%-354.8pp |
| Employer contribution / active EE | $595 | $5,546-89.3% | $4,171-85.7% | $4,755-87.5% |
| Participant deferral / active EE | $147 | $4,849-97.0% | $4,084-96.4% | $6,713-97.8% |
| Admin fee / account holder | $44 | $6,947-99.4% | $5,647-99.2% | $11,407-99.6% |