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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 | $1,225 | $185,199-99.3% | $142,874-99.1% | $167,518-99.3% |
| Participation rate | 57.1% | 78.5%-21.3pp | 72.0%-14.8pp | 82.1%-25.0pp |
| Annual return | 17.73% | 8556.90%-8539.2pp | 5638.58%-5620.9pp | 478.71%-461.0pp |
| Employer contribution / active EE | $69 | $5,606-98.8% | $4,145-98.3% | $4,838-98.6% |
| Participant deferral / active EE | $69 | $4,495-98.5% | $3,838-98.2% | $6,342-98.9% |
| Admin fee / account holder | $73 | $8,031-99.1% | $6,561-98.9% | $12,312-99.4% |