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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 | $1,114 | $114,130-99.0% | $96,192-98.8% | $167,553-99.3% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 43.63% | 190.07%-146.4pp | 192.09%-148.5pp | 478.89%-435.3pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $319 | $5,198-93.9% | $4,351-92.7% | $6,343-95.0% |
| Admin fee / account holder | $9 | $6,901-99.9% | $5,539-99.8% | $12,316-99.9% |