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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 | $3,785 | $87,546-95.7% | $75,784-95.0% | $125,389-97.0% |
| Participation rate | 10.0% | 80.2%-70.2pp | 75.8%-65.8pp | 83.2%-73.2pp |
| Annual return | 877.14% | 13.49%+863.7pp | 9.68%+867.5pp | 282.24%+594.9pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $276 | $4,230-93.5% | $3,652-92.4% | $5,352-94.8% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |