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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 | $2,701 | $104,924-97.4% | $84,623-96.8% | $152,885-98.2% |
| Participation rate | 0.0% | 74.8%-74.8pp | 68.2%-68.2pp | 82.5%-82.5pp |
| Annual return | 19.89% | 373.82%-353.9pp | 258.77%-238.9pp | 345.39%-325.5pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $71 | $4,689-98.5% | $3,899-98.2% | $5,851-98.8% |
| Admin fee / account holder | $12 | $6,242-99.8% | $4,913-99.8% | $11,598-99.9% |