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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 | $73,421-96.9% | $66,439-96.6% | $155,188-98.5% |
| Participation rate | 64.3% | 79.7%-15.4pp | 74.5%-10.2pp | 80.8%-16.5pp |
| Annual return | 24.83% | 1382.37%-1357.5pp | 757.66%-732.8pp | 148.84%-124.0pp |
| Employer contribution / active EE | $382 | $3,039-87.4% | $2,637-85.5% | $4,248-91.0% |
| Participant deferral / active EE | $464 | $4,680-90.1% | $3,876-88.0% | $6,531-92.9% |
| Admin fee / account holder | $7 | $8,856-99.9% | $6,173-99.9% | $14,480-100.0% |