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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 | $72,396-95.9% | $67,511-95.6% | $145,959-98.0% |
| Participation rate | 8.3% | 76.9%-68.5pp | 72.9%-64.6pp | 80.3%-72.0pp |
| Annual return | 43.69% | 7194.07%-7150.4pp | 3517.41%-3473.7pp | 561.95%-518.3pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $209 | $4,781-95.6% | $4,000-94.8% | $6,689-96.9% |
| Admin fee / account holder | $7 | $5,538-99.9% | $3,999-99.8% | $13,398-99.9% |