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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 | $1,109 | $100,938-98.9% | $90,461-98.8% | $158,982-99.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 49.43% | 1727.20%-1677.8pp | 1294.76%-1245.3pp | 302.99%-253.6pp |
| Employer contribution / active EE | $171 | $3,691-95.4% | $3,264-94.8% | $4,763-96.4% |
| Participant deferral / active EE | $217 | $4,350-95.0% | $3,964-94.5% | $5,983-96.4% |
| Admin fee / account holder | $3 | $6,510-100.0% | $5,617-99.9% | $11,252-100.0% |