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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 | $2,977 | $110,093-97.3% | $97,295-96.9% | $145,897-98.0% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.3pp | 80.3%-47.0pp |
| Annual return | 10.32% | 244.76%-234.4pp | 75.62%-65.3pp | 552.29%-542.0pp |
| Employer contribution / active EE | $394 | $3,077-87.2% | $2,723-85.5% | $4,663-91.5% |
| Participant deferral / active EE | $505 | $4,678-89.2% | $4,264-88.2% | $6,689-92.5% |
| Admin fee / account holder | $50 | $6,212-99.2% | $5,646-99.1% | $13,390-99.6% |