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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 | $5,751 | $99,031-94.2% | $86,597-93.4% | $147,585-96.1% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 23.31% | 1312.56%-1289.3pp | 964.96%-941.7pp | 578.57%-555.3pp |
| Employer contribution / active EE | $1,415 | $3,132-54.8% | $2,840-50.2% | $4,876-71.0% |
| Participant deferral / active EE | $354 | $3,972-91.1% | $3,609-90.2% | $5,439-93.5% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |