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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 | $3,861 | $109,863-96.5% | $98,477-96.1% | $167,518-97.7% |
| Participation rate | 55.6% | 75.8%-20.3pp | 73.3%-17.8pp | 82.1%-26.6pp |
| Annual return | 20.63% | 1958.09%-1937.5pp | 1493.59%-1473.0pp | 478.71%-458.1pp |
| Employer contribution / active EE | $483 | $3,225-85.0% | $2,961-83.7% | $4,838-90.0% |
| Participant deferral / active EE | $716 | $4,673-84.7% | $4,276-83.3% | $6,342-88.7% |
| Admin fee / account holder | $13 | $6,755-99.8% | $5,951-99.8% | $12,312-99.9% |