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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 | $1,528 | $102,595-98.5% | $94,057-98.4% | $154,746-99.0% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 21.14% | 583.42%-562.3pp | 480.62%-459.5pp | 172.34%-151.2pp |
| Employer contribution / active EE | $887 | $3,147-71.8% | $2,933-69.8% | $4,379-79.8% |
| Participant deferral / active EE | $874 | $5,118-82.9% | $4,709-81.4% | $6,730-87.0% |
| Admin fee / account holder | $146 | $7,736-98.1% | $7,244-98.0% | $14,365-99.0% |