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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 | $90,614-97.7% | $76,089-97.2% | $145,877-98.5% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 22.46% | 623.80%-601.3pp | 360.94%-338.5pp | 551.28%-528.8pp |
| Employer contribution / active EE | $945 | $3,324-71.6% | $2,690-64.9% | $4,663-79.7% |
| Participant deferral / active EE | $1,016 | $5,168-80.3% | $4,259-76.1% | $6,691-84.8% |
| Admin fee / account holder | $5 | $8,376-99.9% | $6,418-99.9% | $13,402-100.0% |