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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 | $8,323 | $109,872-92.4% | $98,483-91.5% | $167,536-95.0% |
| Participation rate | 25.0% | 75.8%-50.8pp | 73.3%-48.3pp | 82.1%-57.1pp |
| Annual return | 24.05% | 1959.31%-1935.3pp | 1494.38%-1470.3pp | 478.82%-454.8pp |
| Employer contribution / active EE | $254 | $3,225-92.1% | $2,961-91.4% | $4,839-94.7% |
| Participant deferral / active EE | $447 | $4,673-90.4% | $4,276-89.5% | $6,342-92.9% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |