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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 | $8,372 | $100,911-91.7% | $90,440-90.7% | $158,966-94.7% |
| Participation rate | 9.1% | 75.0%-65.9pp | 72.7%-63.6pp | 82.0%-72.9pp |
| Annual return | 47.88% | 1726.62%-1678.7pp | 1294.38%-1246.5pp | 302.95%-255.1pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $431 | $4,348-90.1% | $3,964-89.1% | $5,983-92.8% |
| Admin fee / account holder | $20 | $6,507-99.7% | $5,615-99.6% | $11,250-99.8% |