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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 | $9,075 | $95,188-90.5% | $76,518-88.1% | $135,380-93.3% |
| Participation rate | 42.9% | 74.4%-31.5pp | 68.0%-25.1pp | 82.6%-39.8pp |
| Annual return | 3073.61% | 4.85%+3068.8pp | -0.27%+3073.9pp | 519.81%+2553.8pp |
| Employer contribution / active EE | $189 | $3,303-94.3% | $2,647-92.9% | $4,779-96.0% |
| Participant deferral / active EE | $368 | $4,640-92.1% | $3,836-90.4% | $5,609-93.4% |
| Admin fee / account holder | $25 | $6,249-99.6% | $4,849-99.5% | $10,828-99.8% |