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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 | $2,228 | $100,203-97.8% | $85,240-97.4% | $145,897-98.5% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 9.16% | 84.28%-75.1pp | 66.75%-57.6pp | 552.29%-543.1pp |
| Employer contribution / active EE | $392 | $3,242-87.9% | $2,735-85.7% | $4,663-91.6% |
| Participant deferral / active EE | $709 | $5,299-86.6% | $4,527-84.3% | $6,689-89.4% |
| Admin fee / account holder | $94 | $7,265-98.7% | $6,165-98.5% | $13,390-99.3% |