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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 | $2,683 | $57,330-95.3% | $86,656-96.9% | $75,177-96.4% |
| Participation rate | 27.5% | 63.2%-35.7pp | 71.7%-44.2pp | 67.2%-39.7pp |
| Annual return | 54.89% | 2675.40%-2620.5pp | 593.09%-538.2pp | 160.75%-105.9pp |
| Employer contribution / active EE | $299 | $2,316-87.1% | $3,025-90.1% | $2,671-88.8% |
| Participant deferral / active EE | $488 | $3,320-85.3% | $4,439-89.0% | $4,126-88.2% |
| Admin fee / account holder | $7 | $4,115-99.8% | $5,619-99.9% | $5,651-99.9% |