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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 | $2,521 | $103,038-97.6% | $90,324-97.2% | $152,909-98.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 21.49% | 95.25%-73.8pp | 78.15%-56.7pp | 345.46%-324.0pp |
| Employer contribution / active EE | $249 | $3,141-92.1% | $2,856-91.3% | $4,764-94.8% |
| Participant deferral / active EE | $395 | $4,282-90.8% | $3,885-89.8% | $5,851-93.2% |
| Admin fee / account holder | $9 | $6,177-99.9% | $5,356-99.8% | $11,601-99.9% |