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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 | $5,975 | $89,370-93.3% | $141,197-95.8% | $72,976-91.8% |
| Participation rate | 26.5% | 75.1%-48.7pp | 82.5%-56.0pp | 69.5%-43.0pp |
| Annual return | 713.52% | 111.88%+601.6pp | 71.41%+642.1pp | 81.02%+632.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $932 | $5,419-82.8% | $6,710-86.1% | $3,608-74.2% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |