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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 | $2,009 | $100,911-98.0% | $90,440-97.8% | $158,966-98.7% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.7%-18.1pp | 82.0%-27.4pp |
| Annual return | 83.43% | 1726.62%-1643.2pp | 1294.38%-1211.0pp | 302.95%-219.5pp |
| Employer contribution / active EE | $451 | $3,690-87.8% | $3,263-86.2% | $4,762-90.5% |
| Participant deferral / active EE | $579 | $4,348-86.7% | $3,964-85.4% | $5,983-90.3% |
| Admin fee / account holder | $7 | $6,507-99.9% | $5,615-99.9% | $11,250-99.9% |