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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 | $1,960 | $108,285-98.2% | $77,552-97.5% | $158,982-98.8% |
| Participation rate | 12.5% | 64.4%-51.9pp | 54.2%-41.7pp | 82.0%-69.5pp |
| Annual return | 17.76% | 31.69%-13.9pp | 54.82%-37.1pp | 302.99%-285.2pp |
| Employer contribution / active EE | $7 | $1,325-99.5% | $987-99.3% | $4,763-99.9% |
| Participant deferral / active EE | $16 | $2,455-99.3% | $1,861-99.1% | $5,983-99.7% |
| Admin fee / account holder | $18 | $3,709-99.5% | $2,859-99.4% | $11,252-99.8% |