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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 | $2,025 | $149,040-98.6% | $120,225-98.3% | $137,256-98.5% |
| Participation rate | 44.4% | 75.4%-31.0pp | 69.6%-25.1pp | 80.0%-35.5pp |
| Annual return | 20.25% | 605.68%-585.4pp | 439.23%-419.0pp | 220.34%-200.1pp |
| Employer contribution / active EE | $140 | $4,350-96.8% | $3,475-96.0% | $4,156-96.6% |
| Participant deferral / active EE | $140 | $4,655-97.0% | $3,999-96.5% | $6,407-97.8% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |