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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 | $2,116 | $90,530-97.7% | $76,030-97.2% | $145,897-98.5% |
| Participation rate | 62.5% | 74.4%-11.9pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 22.46% | 625.08%-602.6pp | 361.54%-339.1pp | 552.29%-529.8pp |
| Employer contribution / active EE | $945 | $3,319-71.5% | $2,688-64.9% | $4,663-79.7% |
| Participant deferral / active EE | $1,016 | $5,164-80.3% | $4,257-76.1% | $6,689-84.8% |
| Admin fee / account holder | $5 | $8,383-99.9% | $6,421-99.9% | $13,390-100.0% |