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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 | $2,537 | $102,595-97.5% | $94,057-97.3% | $154,746-98.4% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 40.17% | 583.42%-543.2pp | 480.62%-440.4pp | 172.34%-132.2pp |
| Employer contribution / active EE | $598 | $3,147-81.0% | $2,933-79.6% | $4,379-86.3% |
| Participant deferral / active EE | $898 | $5,118-82.5% | $4,709-80.9% | $6,730-86.7% |
| Admin fee / account holder | $26 | $7,736-99.7% | $7,244-99.6% | $14,365-99.8% |