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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 | $7,078 | $99,031-92.9% | $86,597-91.8% | $147,585-95.2% |
| Participation rate | 30.8% | 76.3%-45.6pp | 73.5%-42.8pp | 82.8%-52.1pp |
| Annual return | 137.39% | 1312.56%-1175.2pp | 964.96%-827.6pp | 578.57%-441.2pp |
| Employer contribution / active EE | $180 | $3,132-94.3% | $2,840-93.7% | $4,876-96.3% |
| Participant deferral / active EE | $217 | $3,972-94.5% | $3,609-94.0% | $5,439-96.0% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |