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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 | $3,680 | $57,312-93.6% | $86,617-95.8% | $75,181-95.1% |
| Participation rate | 7.4% | 63.2%-55.8pp | 71.7%-64.3pp | 67.2%-59.8pp |
| Annual return | 48.26% | 2672.78%-2624.5pp | 591.91%-543.7pp | 160.69%-112.4pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $178 | $3,319-94.6% | $4,437-96.0% | $4,126-95.7% |
| Admin fee / account holder | $0 | $4,114-100.0% | $5,613-100.0% | $5,650-100.0% |