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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 | $3,122 | $72,177-95.7% | $115,038-97.3% | $59,633-94.8% |
| Participation rate | 11.4% | 72.6%-61.2pp | 81.4%-70.0pp | 68.7%-57.3pp |
| Annual return | 138.66% | 12.02%+126.6pp | 26.14%+112.5pp | 2041.45%-1902.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $249 | $4,783-94.8% | $6,026-95.9% | $3,192-92.2% |
| Admin fee / account holder | $10 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |