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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 | $2,673 | $96,388-97.2% | $80,627-96.7% | $139,466-98.1% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 25.36% | 1352.08%-1326.7pp | 936.76%-911.4pp | 373.66%-348.3pp |
| Employer contribution / active EE | $507 | $3,260-84.5% | $2,723-81.4% | $4,754-89.3% |
| Participant deferral / active EE | $561 | $5,224-89.3% | $4,443-87.4% | $6,712-91.6% |
| Admin fee / account holder | $13 | $6,603-99.8% | $5,381-99.8% | $11,409-99.9% |