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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 | $1,775 | $96,388-98.2% | $80,627-97.8% | $139,466-98.7% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 26.26% | 1352.08%-1325.8pp | 936.76%-910.5pp | 373.66%-347.4pp |
| Employer contribution / active EE | $431 | $3,260-86.8% | $2,723-84.2% | $4,754-90.9% |
| Participant deferral / active EE | $455 | $5,224-91.3% | $4,443-89.8% | $6,712-93.2% |
| Admin fee / account holder | $16 | $6,603-99.8% | $5,381-99.7% | $11,409-99.9% |