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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 | $2,061 | $85,206-97.6% | $172,745-98.8% | $72,986-97.2% |
| Participation rate | 2.3% | 70.1%-67.8pp | 82.6%-80.4pp | 69.5%-67.2pp |
| Annual return | 63.73% | 27.32%+36.4pp | 802.90%-739.2pp | 81.01%-17.3pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $36 | $3,260-98.9% | $5,197-99.3% | $3,607-99.0% |
| Admin fee / account holder | $5 | $5,883-99.9% | $13,954-100.0% | $5,124-99.9% |