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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 | $2,293 | $85,766-97.3% | $136,297-98.3% | $70,124-96.7% |
| Participation rate | 30.0% | 74.2%-44.2pp | 81.9%-51.9pp | 69.5%-39.5pp |
| Annual return | 136.50% | 31.45%+105.0pp | 5156.19%-5019.7pp | 73.14%+63.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $483 | $5,051-90.4% | $6,247-92.3% | $3,332-85.5% |
| Admin fee / account holder | $78 | $5,420-98.6% | $9,244-99.2% | $4,645-98.3% |