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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 | $2,746 | $109,863-97.5% | $98,477-97.2% | $167,518-98.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 24.43% | 1958.09%-1933.7pp | 1493.59%-1469.2pp | 478.71%-454.3pp |
| Employer contribution / active EE | $328 | $3,225-89.8% | $2,961-88.9% | $4,838-93.2% |
| Participant deferral / active EE | $548 | $4,673-88.3% | $4,276-87.2% | $6,342-91.4% |
| Admin fee / account holder | $7 | $6,755-99.9% | $5,951-99.9% | $12,312-99.9% |