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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 | $2,375 | $88,778-97.3% | $81,844-97.1% | $145,884-98.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 15.57% | 1033.03%-1017.5pp | 778.87%-763.3pp | 551.85%-536.3pp |
| Employer contribution / active EE | $427 | $3,087-86.2% | $2,916-85.4% | $4,662-90.9% |
| Participant deferral / active EE | $651 | $4,648-86.0% | $4,323-85.0% | $6,690-90.3% |
| Admin fee / account holder | $19 | $8,430-99.8% | $7,355-99.7% | $13,392-99.9% |