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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 | $2,269 | $76,368-97.0% | $67,681-96.6% | $154,746-98.5% |
| Participation rate | 64.3% | 79.0%-14.7pp | 73.7%-9.4pp | 80.7%-16.4pp |
| Annual return | 24.83% | 1066.77%-1041.9pp | 590.58%-565.8pp | 172.34%-147.5pp |
| Employer contribution / active EE | $382 | $3,151-87.9% | $2,678-85.7% | $4,379-91.3% |
| Participant deferral / active EE | $464 | $4,824-90.4% | $3,976-88.3% | $6,730-93.1% |
| Admin fee / account holder | $7 | $8,559-99.9% | $6,100-99.9% | $14,365-100.0% |