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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 | $1,205 | $96,643-98.8% | $86,617-98.6% | $139,456-99.1% |
| Participation rate | 57.9% | 74.4%-16.5pp | 71.7%-13.8pp | 80.3%-22.4pp |
| Annual return | 54.20% | 106.57%-52.4pp | 591.91%-537.7pp | 373.45%-319.2pp |
| Employer contribution / active EE | $415 | $3,264-87.3% | $3,023-86.3% | $4,753-91.3% |
| Participant deferral / active EE | $551 | $4,835-88.6% | $4,437-87.6% | $6,711-91.8% |
| Admin fee / account holder | $12 | $6,406-99.8% | $5,613-99.8% | $11,407-99.9% |