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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 | $2,535 | $144,130-98.2% | $117,861-97.8% | $147,586-98.3% |
| Participation rate | 21.4% | 83.4%-62.0pp | 79.7%-58.2pp | 82.8%-61.4pp |
| Annual return | 36.44% | 531.20%-494.8pp | 335.11%-298.7pp | 578.59%-542.2pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $356 | $5,316-93.3% | $4,482-92.1% | $5,439-93.5% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |