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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 | $4,059 | $100,938-96.0% | $90,461-95.5% | $158,982-97.4% |
| Participation rate | 9.1% | 75.0%-65.9pp | 72.7%-63.6pp | 82.0%-72.9pp |
| Annual return | 83.01% | 1727.20%-1644.2pp | 1294.76%-1211.8pp | 302.99%-220.0pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $266 | $4,350-93.9% | $3,964-93.3% | $5,983-95.6% |
| Admin fee / account holder | $9 | $6,510-99.9% | $5,617-99.8% | $11,252-99.9% |