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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 | $3,970 | $108,701-96.3% | $74,723-94.7% | $152,909-97.4% |
| Participation rate | 21.4% | 65.4%-43.9pp | 54.5%-33.0pp | 82.5%-61.0pp |
| Annual return | 25.33% | 114.12%-88.8pp | 753.18%-727.8pp | 345.46%-320.1pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $23 | $2,709-99.2% | $1,962-98.8% | $5,851-99.6% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |