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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 | $1,620 | $102,595-98.4% | $94,057-98.3% | $154,746-99.0% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 27.25% | 583.42%-556.2pp | 480.62%-453.4pp | 172.34%-145.1pp |
| Employer contribution / active EE | $446 | $3,147-85.8% | $2,933-84.8% | $4,379-89.8% |
| Participant deferral / active EE | $490 | $5,118-90.4% | $4,709-89.6% | $6,730-92.7% |
| Admin fee / account holder | $8 | $7,736-99.9% | $7,244-99.9% | $14,365-99.9% |