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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 | $1,270 | $81,643-98.4% | $70,462-98.2% | $158,950-99.2% |
| Participation rate | 57.1% | 77.7%-20.6pp | 75.1%-17.9pp | 82.0%-24.8pp |
| Annual return | 29.57% | 208.51%-178.9pp | 109.08%-79.5pp | 302.91%-273.3pp |
| Employer contribution / active EE | $422 | $3,218-86.9% | $2,737-84.6% | $4,762-91.1% |
| Participant deferral / active EE | $594 | $4,555-87.0% | $3,710-84.0% | $5,983-90.1% |
| Admin fee / account holder | $0 | $6,194-100.0% | $3,845-100.0% | $11,248-100.0% |