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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 | $4,361 | $96,361-95.5% | $80,607-94.6% | $139,456-96.9% |
| Participation rate | 20.0% | 73.6%-53.6pp | 67.0%-47.0pp | 80.3%-60.3pp |
| Annual return | 57.00% | 1350.95%-1294.0pp | 936.11%-879.1pp | 373.45%-316.5pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $625 | $5,232-88.0% | $4,448-85.9% | $6,711-90.7% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |