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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 | $1,707 | $152,612-98.9% | $125,192-98.6% | $152,897-98.9% |
| Participation rate | 25.0% | 83.3%-58.3pp | 79.8%-54.8pp | 82.5%-57.5pp |
| Annual return | 80.49% | 54.85%+25.6pp | 43.79%+36.7pp | 345.43%-264.9pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $335 | $5,868-94.3% | $4,937-93.2% | $5,851-94.3% |
| Admin fee / account holder | $4 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |