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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 | $114,130-93.1% | $96,192-91.8% | $167,553-95.3% |
| Participation rate | 40.0% | 75.1%-35.1pp | 68.4%-28.4pp | 82.1%-42.1pp |
| Annual return | 18.63% | 190.07%-171.4pp | 192.09%-173.5pp | 478.89%-460.3pp |
| Employer contribution / active EE | $486 | $3,431-85.8% | $2,799-82.6% | $4,840-89.9% |
| Participant deferral / active EE | $710 | $5,198-86.3% | $4,351-83.7% | $6,343-88.8% |
| Admin fee / account holder | $0 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |