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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 | $2,437 | $69,771-96.5% | $67,524-96.4% | $74,400-96.7% |
| Participation rate | 2.0% | 71.4%-69.4pp | 72.9%-70.9pp | 67.2%-65.2pp |
| Annual return | 18.10% | -40.49%+58.6pp | 3519.41%-3501.3pp | 1367.51%-1349.4pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,734-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $38 | $3,638-99.0% | $4,001-99.1% | $4,348-99.1% |
| Admin fee / account holder | $7 | $889-99.2% | $4,001-99.8% | $1,944-99.6% |