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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 | $2,729 | $73,978-96.3% | $96,515-97.2% | $75,173-96.4% |
| Participation rate | 2.9% | 66.4%-63.5pp | 74.3%-71.4pp | 67.2%-64.3pp |
| Annual return | 99.57% | 26.72%+72.8pp | 35.73%+63.8pp | 160.72%-61.1pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $67 | $3,660-98.2% | $4,880-98.6% | $4,126-98.4% |
| Admin fee / account holder | $0 | $5,219-100.0% | $6,735-100.0% | $5,651-100.0% |