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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 | $1,388 | $72,403-98.1% | $67,524-97.9% | $145,978-99.0% |
| Participation rate | 52.4% | 76.9%-24.5pp | 72.9%-20.5pp | 80.3%-27.9pp |
| Annual return | 10.83% | 7197.23%-7186.4pp | 3519.41%-3508.6pp | 550.52%-539.7pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $135 | $4,782-97.2% | $4,001-96.6% | $6,690-98.0% |
| Admin fee / account holder | $46 | $5,541-99.2% | $4,001-98.9% | $13,400-99.7% |