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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 | $1,052 | $100,938-99.0% | $90,461-98.8% | $158,982-99.3% |
| Participation rate | 46.7% | 75.0%-28.4pp | 72.7%-26.0pp | 82.0%-35.3pp |
| Annual return | 66.67% | 1727.20%-1660.5pp | 1294.76%-1228.1pp | 302.99%-236.3pp |
| Employer contribution / active EE | $216 | $3,691-94.1% | $3,264-93.4% | $4,763-95.5% |
| Participant deferral / active EE | $248 | $4,350-94.3% | $3,964-93.7% | $5,983-95.8% |
| Admin fee / account holder | $7 | $6,510-99.9% | $5,617-99.9% | $11,252-99.9% |