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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 | $226,135-98.8% | $182,558-98.5% | $152,909-98.2% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.5%-39.6pp |
| Annual return | 95.28% | 192.60%-97.3pp | 148.59%-53.3pp | 345.46%-250.2pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $981 | $6,371-84.6% | $5,526-82.2% | $5,851-83.2% |
| Admin fee / account holder | $7 | $10,707-99.9% | $8,594-99.9% | $11,601-99.9% |