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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 | $1,676 | $169,356-99.0% | $129,406-98.7% | $145,897-98.9% |
| Participation rate | 11.1% | 76.5%-65.4pp | 69.6%-58.5pp | 80.3%-69.2pp |
| Annual return | 51.30% | 14418.62%-14367.3pp | 9468.18%-9416.9pp | 552.29%-501.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $154 | $4,987-96.9% | $4,167-96.3% | $6,689-97.7% |
| Admin fee / account holder | $4 | $9,915-100.0% | $7,689-99.9% | $13,390-100.0% |