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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 | $1,384 | $81,763-98.3% | $58,561-97.6% | $139,466-99.0% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 13.61% | 7427.77%-7414.2pp | 4251.33%-4237.7pp | 373.66%-360.1pp |
| Employer contribution / active EE | $54 | $1,398-96.1% | $1,053-94.8% | $4,754-98.9% |
| Participant deferral / active EE | $55 | $2,555-97.9% | $1,923-97.2% | $6,712-99.2% |
| Admin fee / account holder | $44 | $3,273-98.7% | $2,520-98.3% | $11,409-99.6% |