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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 | $1,299 | $99,011-98.7% | $86,582-98.5% | $147,586-99.1% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 28.85% | 1312.75%-1283.9pp | 965.08%-936.2pp | 578.59%-549.7pp |
| Employer contribution / active EE | $250 | $3,132-92.0% | $2,839-91.2% | $4,876-94.9% |
| Participant deferral / active EE | $298 | $3,972-92.5% | $3,609-91.7% | $5,439-94.5% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |