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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 | $2,429 | $149,040-98.4% | $120,225-98.0% | $137,256-98.2% |
| Participation rate | 25.0% | 75.4%-50.4pp | 69.6%-44.6pp | 80.0%-55.0pp |
| Annual return | 23.04% | 605.68%-582.6pp | 439.23%-416.2pp | 220.34%-197.3pp |
| Employer contribution / active EE | $143 | $4,350-96.7% | $3,475-95.9% | $4,156-96.6% |
| Participant deferral / active EE | $277 | $4,655-94.0% | $3,999-93.1% | $6,407-95.7% |
| Admin fee / account holder | $17 | $6,348-99.7% | $5,696-99.7% | $12,270-99.9% |