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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 | $1,166 | $70,121-98.3% | $63,803-98.2% | $138,895-99.2% |
| Participation rate | 33.3% | 77.2%-43.9pp | 72.7%-39.4pp | 79.9%-46.6pp |
| Annual return | 205.53% | 946.48%-741.0pp | 543.72%-338.2pp | 145.39%+60.1pp |
| Employer contribution / active EE | $500 | $2,882-82.6% | $2,532-80.2% | $4,194-88.1% |
| Participant deferral / active EE | $463 | $4,535-89.8% | $3,843-88.0% | $6,396-92.8% |
| Admin fee / account holder | $27 | $6,738-99.6% | $5,196-99.5% | $12,562-99.8% |