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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 | $1,879 | $169,336-98.9% | $129,384-98.5% | $145,884-98.7% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 14.14% | 14408.70%-14394.6pp | 9461.77%-9447.6pp | 551.85%-537.7pp |
| Employer contribution / active EE | $289 | $5,540-94.8% | $4,153-93.0% | $4,662-93.8% |
| Participant deferral / active EE | $289 | $4,985-94.2% | $4,166-93.1% | $6,690-95.7% |
| Admin fee / account holder | $12 | $9,912-99.9% | $7,686-99.8% | $13,392-99.9% |