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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 | $2,898 | $88,815-96.7% | $81,882-96.5% | $145,897-98.0% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 10.94% | 1033.75%-1022.8pp | 779.47%-768.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $720 | $3,086-76.7% | $2,916-75.3% | $4,663-84.6% |
| Participant deferral / active EE | $417 | $4,647-91.0% | $4,323-90.3% | $6,689-93.8% |
| Admin fee / account holder | $25 | $8,434-99.7% | $7,360-99.7% | $13,390-99.8% |