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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 | $1,613 | $96,419-98.3% | $80,648-98.0% | $139,487-98.8% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 21.38% | 1352.86%-1331.5pp | 937.21%-915.8pp | 373.84%-352.5pp |
| Employer contribution / active EE | $448 | $3,261-86.3% | $2,724-83.5% | $4,755-90.6% |
| Participant deferral / active EE | $559 | $5,225-89.3% | $4,443-87.4% | $6,713-91.7% |
| Admin fee / account holder | $221 | $6,605-96.7% | $5,382-95.9% | $11,407-98.1% |