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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 | $2,745 | $110,278-97.5% | $95,740-97.1% | $139,466-98.0% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 68.21% | 27.19%+41.0pp | 28.41%+39.8pp | 373.66%-305.5pp |
| Employer contribution / active EE | $679 | $3,260-79.2% | $2,836-76.1% | $4,754-85.7% |
| Participant deferral / active EE | $679 | $4,674-85.5% | $4,244-84.0% | $6,712-89.9% |
| Admin fee / account holder | $28 | $6,613-99.6% | $5,676-99.5% | $11,409-99.8% |