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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 | $1,565 | $102,595-98.5% | $94,057-98.3% | $154,746-99.0% |
| Participation rate | 54.2% | 76.0%-21.8pp | 73.3%-19.2pp | 80.7%-26.5pp |
| Annual return | 18.15% | 583.42%-565.3pp | 480.62%-462.5pp | 172.34%-154.2pp |
| Employer contribution / active EE | $369 | $3,147-88.3% | $2,933-87.4% | $4,379-91.6% |
| Participant deferral / active EE | $521 | $5,118-89.8% | $4,709-88.9% | $6,730-92.3% |
| Admin fee / account holder | $14 | $7,736-99.8% | $7,244-99.8% | $14,365-99.9% |