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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 | $9,202 | $57,330-83.9% | $86,656-89.4% | $75,177-87.8% |
| Participation rate | 0.0% | 63.2%-63.2pp | 71.7%-71.7pp | 67.2%-67.2pp |
| Annual return | 41.71% | 2675.40%-2633.7pp | 593.09%-551.4pp | 160.75%-119.0pp |
| Employer contribution / active EE | $320 | $2,316-86.2% | $3,025-89.4% | $2,671-88.0% |
| Participant deferral / active EE | $719 | $3,320-78.4% | $4,439-83.8% | $4,126-82.6% |
| Admin fee / account holder | $139 | $4,115-96.6% | $5,619-97.5% | $5,651-97.5% |