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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 | $1,883 | $109,905-98.3% | $98,506-98.1% | $167,553-98.9% |
| Participation rate | 44.4% | 75.8%-31.4pp | 73.3%-28.9pp | 82.1%-37.7pp |
| Annual return | 52.22% | 1960.20%-1908.0pp | 1494.92%-1442.7pp | 478.89%-426.7pp |
| Employer contribution / active EE | $271 | $3,226-91.6% | $2,961-90.9% | $4,840-94.4% |
| Participant deferral / active EE | $406 | $4,674-91.3% | $4,277-90.5% | $6,343-93.6% |
| Admin fee / account holder | $9 | $6,760-99.9% | $5,955-99.9% | $12,316-99.9% |