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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 | $1,341 | $127,296-98.9% | $109,907-98.8% | $167,536-99.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 46.54% | 22.97%+23.6pp | 29.46%+17.1pp | 478.82%-432.3pp |
| Employer contribution / active EE | $369 | $3,325-88.9% | $2,844-87.0% | $4,839-92.4% |
| Participant deferral / active EE | $369 | $4,513-91.8% | $4,047-90.9% | $6,342-94.2% |
| Admin fee / account holder | $1 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |