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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 | $2,800 | $226,090-98.8% | $182,531-98.5% | $152,885-98.2% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.5%-39.6pp |
| Annual return | 95.28% | 192.57%-97.3pp | 148.57%-53.3pp | 345.39%-250.1pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $981 | $6,369-84.6% | $5,525-82.2% | $5,851-83.2% |
| Admin fee / account holder | $7 | $10,705-99.9% | $8,593-99.9% | $11,598-99.9% |