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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 | $6,511 | $49,199-86.8% | $121,210-94.6% | $75,177-91.3% |
| Participation rate | 3.3% | 55.4%-52.1pp | 69.5%-66.2pp | 67.2%-63.9pp |
| Annual return | 36.25% | 56.04%-19.8pp | 987.41%-951.2pp | 160.75%-124.5pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $124 | $2,630-95.3% | $4,084-97.0% | $4,126-97.0% |
| Admin fee / account holder | $17 | $3,946-99.6% | $5,647-99.7% | $5,651-99.7% |