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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 | $2,422 | $110,801-97.8% | $86,868-97.2% | $167,518-98.6% |
| Participation rate | 43.8% | 75.8%-32.0pp | 71.6%-27.9pp | 82.1%-38.4pp |
| Annual return | 20.58% | 117.00%-96.4pp | 63.53%-43.0pp | 478.71%-458.1pp |
| Employer contribution / active EE | $349 | $3,245-89.2% | $2,496-86.0% | $4,838-92.8% |
| Participant deferral / active EE | $422 | $4,547-90.7% | $3,699-88.6% | $6,342-93.4% |
| Admin fee / account holder | $15 | $8,417-99.8% | $5,829-99.7% | $12,312-99.9% |