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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 | $1,021 | $110,551-99.1% | $80,741-98.7% | $167,536-99.4% |
| Participation rate | 23.1% | 64.0%-40.9pp | 54.2%-31.1pp | 82.1%-59.0pp |
| Annual return | 11.73% | 120.57%-108.8pp | 87.30%-75.6pp | 478.82%-467.1pp |
| Employer contribution / active EE | $30 | $1,543-98.1% | $1,160-97.4% | $4,839-99.4% |
| Participant deferral / active EE | $37 | $2,870-98.7% | $2,145-98.3% | $6,342-99.4% |
| Admin fee / account holder | $9 | $4,547-99.8% | $3,380-99.7% | $12,315-99.9% |