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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 | $4,286 | $96,691-95.6% | $86,656-95.1% | $139,487-96.9% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 31.59% | 106.87%-75.3pp | 593.09%-561.5pp | 373.84%-342.2pp |
| Employer contribution / active EE | $632 | $3,267-80.7% | $3,025-79.1% | $4,755-86.7% |
| Participant deferral / active EE | $790 | $4,838-83.7% | $4,439-82.2% | $6,713-88.2% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |