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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 | $2,254 | $103,008-97.8% | $90,304-97.5% | $152,897-98.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 1557.14% | 95.22%+1461.9pp | 78.13%+1479.0pp | 345.43%+1211.7pp |
| Employer contribution / active EE | $711 | $3,139-77.3% | $2,855-75.1% | $4,764-85.1% |
| Participant deferral / active EE | $714 | $4,281-83.3% | $3,885-81.6% | $5,851-87.8% |
| Admin fee / account holder | $15 | $6,175-99.8% | $5,354-99.7% | $11,599-99.9% |