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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 | $1,246 | $81,763-98.5% | $58,561-97.9% | $139,466-99.1% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 27.05% | 7427.77%-7400.7pp | 4251.33%-4224.3pp | 373.66%-346.6pp |
| Employer contribution / active EE | $100 | $1,398-92.9% | $1,053-90.5% | $4,754-97.9% |
| Participant deferral / active EE | $125 | $2,555-95.1% | $1,923-93.5% | $6,712-98.1% |
| Admin fee / account holder | $64 | $3,273-98.0% | $2,520-97.4% | $11,409-99.4% |