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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 | $2,932 | $114,093-97.4% | $96,171-97.0% | $167,536-98.2% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 29.37% | 190.00%-160.6pp | 192.04%-162.7pp | 478.82%-449.4pp |
| Employer contribution / active EE | $369 | $3,429-89.2% | $2,799-86.8% | $4,839-92.4% |
| Participant deferral / active EE | $369 | $5,197-92.9% | $4,350-91.5% | $6,342-94.2% |
| Admin fee / account holder | $12 | $6,899-99.8% | $5,538-99.8% | $12,315-99.9% |