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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 | $2,682 | $109,872-97.6% | $98,483-97.3% | $167,536-98.4% |
| Participation rate | 54.5% | 75.8%-21.3pp | 73.3%-18.8pp | 82.1%-27.6pp |
| Annual return | 27.76% | 1959.31%-1931.6pp | 1494.38%-1466.6pp | 478.82%-451.1pp |
| Employer contribution / active EE | $408 | $3,225-87.4% | $2,961-86.2% | $4,839-91.6% |
| Participant deferral / active EE | $746 | $4,673-84.0% | $4,276-82.6% | $6,342-88.2% |
| Admin fee / account holder | $8 | $6,757-99.9% | $5,953-99.9% | $12,315-99.9% |