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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 | $949 | $96,419-99.0% | $80,648-98.8% | $139,487-99.3% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 13.17% | 1352.86%-1339.7pp | 937.21%-924.0pp | 373.84%-360.7pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $209 | $5,225-96.0% | $4,443-95.3% | $6,713-96.9% |
| Admin fee / account holder | $237 | $6,605-96.4% | $5,382-95.6% | $11,407-97.9% |