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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 | $7,884 | $114,047-93.1% | $96,144-91.8% | $167,497-95.3% |
| Participation rate | 40.0% | 75.1%-35.1pp | 68.4%-28.4pp | 82.1%-42.1pp |
| Annual return | 18.63% | 189.89%-171.3pp | 191.96%-173.3pp | 478.62%-460.0pp |
| Employer contribution / active EE | $486 | $3,427-85.8% | $2,797-82.6% | $4,838-89.9% |
| Participant deferral / active EE | $710 | $5,194-86.3% | $4,349-83.7% | $6,341-88.8% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,310-100.0% |