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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 | $2,982 | $104,953-97.2% | $84,637-96.5% | $152,909-98.0% |
| Participation rate | 43.5% | 74.8%-31.4pp | 68.2%-24.8pp | 82.5%-39.0pp |
| Annual return | 60.45% | 373.94%-313.5pp | 258.82%-198.4pp | 345.46%-285.0pp |
| Employer contribution / active EE | $335 | $3,304-89.8% | $2,653-87.4% | $4,764-93.0% |
| Participant deferral / active EE | $716 | $4,691-84.7% | $3,900-81.6% | $5,851-87.8% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |