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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 | $3,554 | $104,937-96.6% | $84,628-95.8% | $152,897-97.7% |
| Participation rate | 63.6% | 74.8%-11.2pp | 68.2%-4.6pp | 82.5%-18.8pp |
| Annual return | 28.59% | 373.88%-345.3pp | 258.80%-230.2pp | 345.43%-316.8pp |
| Employer contribution / active EE | $353 | $3,303-89.3% | $2,653-86.7% | $4,764-92.6% |
| Participant deferral / active EE | $624 | $4,690-86.7% | $3,900-84.0% | $5,851-89.3% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |