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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 | $2,948 | $72,426-95.9% | $67,560-95.6% | $145,897-98.0% |
| Participation rate | 8.3% | 76.9%-68.6pp | 72.9%-64.6pp | 80.3%-72.0pp |
| Annual return | 43.69% | 7226.78%-7183.1pp | 3533.50%-3489.8pp | 552.29%-508.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $209 | $4,785-95.6% | $4,004-94.8% | $6,689-96.9% |
| Admin fee / account holder | $7 | $5,514-99.9% | $3,994-99.8% | $13,390-99.9% |