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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 | $4,688 | $60,128-92.2% | $90,440-94.8% | $79,852-94.1% |
| Participation rate | 3.4% | 65.0%-61.5pp | 72.7%-69.2pp | 69.6%-66.2pp |
| Annual return | 73.13% | 71.95%+1.2pp | 1294.38%-1221.2pp | 31.72%+41.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $94 | $2,939-96.8% | $3,964-97.6% | $3,740-97.5% |
| Admin fee / account holder | $0 | $3,977-100.0% | $5,615-100.0% | $5,306-100.0% |