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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 | $1,366 | $150,447-99.1% | $136,298-99.0% | $147,586-99.1% |
| Participation rate | 22.2% | 84.4%-62.2pp | 81.9%-59.7pp | 82.8%-60.6pp |
| Annual return | 25.69% | 1049.15%-1023.5pp | 5156.27%-5130.6pp | 578.59%-552.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $136 | $6,631-97.9% | $6,247-97.8% | $5,439-97.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |