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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 | $4,387 | $100,911-95.7% | $90,440-95.1% | $158,966-97.2% |
| Participation rate | 26.3% | 75.0%-48.7pp | 72.7%-46.4pp | 82.0%-55.6pp |
| Annual return | 146.01% | 1726.62%-1580.6pp | 1294.38%-1148.4pp | 302.95%-156.9pp |
| Employer contribution / active EE | $409 | $3,690-88.9% | $3,263-87.5% | $4,762-91.4% |
| Participant deferral / active EE | $452 | $4,348-89.6% | $3,964-88.6% | $5,983-92.4% |
| Admin fee / account holder | $9 | $6,507-99.9% | $5,615-99.8% | $11,250-99.9% |