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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 | $9,086 | $84,697-89.3% | $73,845-87.7% | $125,393-92.8% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | 4.17% | 3123.66%-3119.5pp | 2267.91%-2263.7pp | 282.23%-278.1pp |
| Employer contribution / active EE | $101 | $3,123-96.8% | $2,788-96.4% | $4,866-97.9% |
| Participant deferral / active EE | $202 | $3,993-94.9% | $3,583-94.4% | $5,351-96.2% |
| Admin fee / account holder | $0 | $5,692-100.0% | $4,881-100.0% | $9,541-100.0% |