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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 | $5,785 | $99,011-94.2% | $86,582-93.3% | $147,586-96.1% |
| Participation rate | 20.0% | 76.3%-56.3pp | 73.5%-53.5pp | 82.8%-62.8pp |
| Annual return | 27.12% | 1312.75%-1285.6pp | 965.08%-938.0pp | 578.59%-551.5pp |
| Employer contribution / active EE | $243 | $3,132-92.2% | $2,839-91.4% | $4,876-95.0% |
| Participant deferral / active EE | $88 | $3,972-97.8% | $3,609-97.6% | $5,439-98.4% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |