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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 | $2,385 | $68,097-96.5% | $62,929-96.2% | $137,256-98.3% |
| Participation rate | 57.9% | 77.4%-19.5pp | 73.1%-15.2pp | 80.0%-22.1pp |
| Annual return | 21.14% | 1859.11%-1838.0pp | 1063.93%-1042.8pp | 220.34%-199.2pp |
| Employer contribution / active EE | $311 | $2,811-89.0% | $2,505-87.6% | $4,156-92.5% |
| Participant deferral / active EE | $358 | $4,553-92.1% | $3,888-90.8% | $6,407-94.4% |
| Admin fee / account holder | $12 | $6,521-99.8% | $5,065-99.8% | $12,270-99.9% |