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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 | $156,963-98.9% | $121,204-98.5% | $139,466-98.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 79.72% | 1476.75%-1397.0pp | 987.18%-907.5pp | 373.66%-293.9pp |
| Employer contribution / active EE | $526 | $5,544-90.5% | $4,170-87.4% | $4,754-88.9% |
| Participant deferral / active EE | $140 | $4,848-97.1% | $4,083-96.6% | $6,712-97.9% |
| Admin fee / account holder | $5 | $6,953-99.9% | $5,651-99.9% | $11,409-100.0% |