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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 | $5,135 | $53,128-90.3% | $86,582-94.1% | $70,126-92.7% |
| Participation rate | 23.4% | 65.3%-41.9pp | 73.5%-50.1pp | 69.5%-46.1pp |
| Annual return | 1658.51% | 27.66%+1630.9pp | 965.08%+693.4pp | 73.15%+1585.4pp |
| Employer contribution / active EE | $312 | $2,068-84.9% | $2,839-89.0% | $2,343-86.7% |
| Participant deferral / active EE | $760 | $2,695-71.8% | $3,609-78.9% | $3,332-77.2% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |