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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 | $1,281 | $100,938-98.7% | $90,461-98.6% | $158,982-99.2% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 83.33% | 1727.20%-1643.9pp | 1294.76%-1211.4pp | 302.99%-219.7pp |
| Employer contribution / active EE | $149 | $3,691-96.0% | $3,264-95.4% | $4,763-96.9% |
| Participant deferral / active EE | $149 | $4,350-96.6% | $3,964-96.2% | $5,983-97.5% |
| Admin fee / account holder | $3 | $6,510-100.0% | $5,617-99.9% | $11,252-100.0% |