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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 | $2,342 | $88,702-97.4% | $81,780-97.1% | $145,978-98.4% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 15.30% | 1029.12%-1013.8pp | 776.27%-761.0pp | 550.52%-535.2pp |
| Employer contribution / active EE | $367 | $3,084-88.1% | $2,914-87.4% | $4,662-92.1% |
| Participant deferral / active EE | $367 | $4,645-92.1% | $4,321-91.5% | $6,690-94.5% |
| Admin fee / account holder | $19 | $8,414-99.8% | $7,384-99.7% | $13,400-99.9% |