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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 | $2,719 | $99,995-97.3% | $85,063-96.8% | $145,978-98.1% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 20.16% | 83.99%-63.8pp | 66.54%-46.4pp | 550.52%-530.4pp |
| Employer contribution / active EE | $558 | $3,231-82.7% | $2,727-79.6% | $4,662-88.0% |
| Participant deferral / active EE | $800 | $5,295-84.9% | $4,523-82.3% | $6,690-88.0% |
| Admin fee / account holder | $10 | $7,255-99.9% | $6,155-99.8% | $13,400-99.9% |