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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 | $2,180 | $92,743-97.6% | $82,744-97.4% | $134,532-98.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | 574.24% | 946.63%-372.4pp | 702.22%-128.0pp | 418.27%+156.0pp |
| Employer contribution / active EE | $325 | $3,273-90.1% | $3,008-89.2% | $4,741-93.2% |
| Participant deferral / active EE | $487 | $4,802-89.9% | $4,395-88.9% | $6,401-92.4% |
| Admin fee / account holder | $205 | $5,977-96.6% | $5,325-96.2% | $11,429-98.2% |