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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 | $1,783 | $103,038-98.3% | $90,324-98.0% | $152,909-98.8% |
| Participation rate | 55.0% | 75.9%-20.9pp | 73.3%-18.3pp | 82.5%-27.5pp |
| Annual return | 238.22% | 95.25%+143.0pp | 78.15%+160.1pp | 345.46%-107.2pp |
| Employer contribution / active EE | $319 | $3,141-89.9% | $2,856-88.8% | $4,764-93.3% |
| Participant deferral / active EE | $709 | $4,282-83.5% | $3,885-81.8% | $5,851-87.9% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |