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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 | $2,628 | $109,872-97.6% | $98,483-97.3% | $167,536-98.4% |
| Participation rate | 63.6% | 75.8%-12.2pp | 73.3%-9.7pp | 82.1%-18.5pp |
| Annual return | 13.59% | 1959.31%-1945.7pp | 1494.38%-1480.8pp | 478.82%-465.2pp |
| Employer contribution / active EE | $401 | $3,225-87.6% | $2,961-86.4% | $4,839-91.7% |
| Participant deferral / active EE | $542 | $4,673-88.4% | $4,276-87.3% | $6,342-91.5% |
| Admin fee / account holder | $104 | $6,757-98.5% | $5,953-98.2% | $12,315-99.2% |