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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 | $4,705 | $81,643-94.2% | $70,462-93.3% | $158,950-97.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.1%-75.1pp | 82.0%-82.0pp |
| Annual return | 99.92% | 208.51%-108.6pp | 109.08%-9.2pp | 302.91%-203.0pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $707 | $4,555-84.5% | $3,710-80.9% | $5,983-88.2% |
| Admin fee / account holder | $266 | $6,194-95.7% | $3,845-93.1% | $11,248-97.6% |