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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 | $3,969 | $102,595-96.1% | $94,057-95.8% | $154,746-97.4% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 37.38% | 583.42%-546.0pp | 480.62%-443.2pp | 172.34%-135.0pp |
| Employer contribution / active EE | $1,156 | $3,147-63.3% | $2,933-60.6% | $4,379-73.6% |
| Participant deferral / active EE | $157 | $5,118-96.9% | $4,709-96.7% | $6,730-97.7% |
| Admin fee / account holder | $33 | $7,736-99.6% | $7,244-99.5% | $14,365-99.8% |