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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 | $81,664-98.4% | $70,476-98.2% | $158,966-99.2% |
| Participation rate | 57.1% | 77.7%-20.6pp | 75.1%-17.9pp | 82.0%-24.8pp |
| Annual return | 29.57% | 208.59%-179.0pp | 109.12%-79.5pp | 302.95%-273.4pp |
| Employer contribution / active EE | $422 | $3,219-86.9% | $2,738-84.6% | $4,762-91.1% |
| Participant deferral / active EE | $594 | $4,556-87.0% | $3,710-84.0% | $5,983-90.1% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |