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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 | $1,455 | $150,447-99.0% | $136,298-98.9% | $147,586-99.0% |
| Participation rate | 45.0% | 84.4%-39.4pp | 81.9%-36.9pp | 82.8%-37.8pp |
| Annual return | 35.87% | 1049.15%-1013.3pp | 5156.27%-5120.4pp | 578.59%-542.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $748 | $6,631-88.7% | $6,247-88.0% | $5,439-86.2% |
| Admin fee / account holder | $1 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |