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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 | $1,899 | $110,551-98.3% | $80,741-97.6% | $167,536-98.9% |
| Participation rate | 10.0% | 64.0%-54.0pp | 54.2%-44.2pp | 82.1%-72.1pp |
| Annual return | 16.10% | 120.57%-104.5pp | 87.30%-71.2pp | 478.82%-462.7pp |
| Employer contribution / active EE | $6 | $1,543-99.6% | $1,160-99.5% | $4,839-99.9% |
| Participant deferral / active EE | $6 | $2,870-99.8% | $2,145-99.7% | $6,342-99.9% |
| Admin fee / account holder | $16 | $4,547-99.6% | $3,380-99.5% | $12,315-99.9% |