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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 | $5,502 | $90,614-93.9% | $76,089-92.8% | $145,877-96.2% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.1%-35.8pp | 80.3%-47.0pp |
| Annual return | 14.18% | 623.80%-609.6pp | 360.94%-346.8pp | 551.28%-537.1pp |
| Employer contribution / active EE | $650 | $3,324-80.4% | $2,690-75.8% | $4,663-86.1% |
| Participant deferral / active EE | $650 | $5,168-87.4% | $4,259-84.7% | $6,691-90.3% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |