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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 | $1,535 | $57,312-97.3% | $86,617-98.2% | $75,181-98.0% |
| Participation rate | 3.4% | 63.2%-59.7pp | 71.7%-68.3pp | 67.2%-63.8pp |
| Annual return | 28.40% | 2672.78%-2644.4pp | 591.91%-563.5pp | 160.69%-132.3pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $27 | $3,319-99.2% | $4,437-99.4% | $4,126-99.3% |
| Admin fee / account holder | $5 | $4,114-99.9% | $5,613-99.9% | $5,650-99.9% |