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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 | $2,246 | $109,872-98.0% | $98,483-97.7% | $167,536-98.7% |
| Participation rate | 65.0% | 75.8%-10.8pp | 73.3%-8.3pp | 82.1%-17.1pp |
| Annual return | 16.08% | 1959.31%-1943.2pp | 1494.38%-1478.3pp | 478.82%-462.7pp |
| Employer contribution / active EE | $370 | $3,225-88.5% | $2,961-87.5% | $4,839-92.4% |
| Participant deferral / active EE | $190 | $4,673-95.9% | $4,276-95.5% | $6,342-97.0% |
| Admin fee / account holder | $9 | $6,757-99.9% | $5,953-99.9% | $12,315-99.9% |