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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 | $2,873 | $68,097-95.8% | $62,929-95.4% | $137,256-97.9% |
| Participation rate | 38.5% | 77.4%-39.0pp | 73.1%-34.7pp | 80.0%-41.5pp |
| Annual return | 61.70% | 1859.11%-1797.4pp | 1063.93%-1002.2pp | 220.34%-158.6pp |
| Employer contribution / active EE | $333 | $2,811-88.1% | $2,505-86.7% | $4,156-92.0% |
| Participant deferral / active EE | $541 | $4,553-88.1% | $3,888-86.1% | $6,407-91.5% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |