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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 | $1,784 | $156,927-98.9% | $121,169-98.5% | $139,456-98.7% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 79.72% | 1475.85%-1396.1pp | 986.71%-907.0pp | 373.45%-293.7pp |
| Employer contribution / active EE | $526 | $5,542-90.5% | $4,168-87.4% | $4,753-88.9% |
| Participant deferral / active EE | $140 | $4,848-97.1% | $4,083-96.6% | $6,711-97.9% |
| Admin fee / account holder | $5 | $6,946-99.9% | $5,645-99.9% | $11,407-100.0% |