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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 | $2,001 | $95,415-97.9% | $185,851-98.9% | $85,851-97.7% |
| Participation rate | 68.2% | 68.8%-0.5pp | 81.7%-13.5pp | 69.3%-1.1pp |
| Annual return | 31.76% | 23.59%+8.2pp | 122.11%-90.3pp | 318.63%-286.9pp |
| Employer contribution / active EE | $570 | $3,314-82.8% | $5,168-89.0% | $2,565-77.8% |
| Participant deferral / active EE | $915 | $3,424-73.3% | $5,569-83.6% | $3,952-76.8% |
| Admin fee / account holder | $15 | $7,215-99.8% | $16,245-99.9% | $6,261-99.8% |