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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 | $2,603 | $109,872-97.6% | $98,483-97.4% | $167,536-98.4% |
| Participation rate | 46.2% | 75.8%-29.7pp | 73.3%-27.2pp | 82.1%-36.0pp |
| Annual return | 45.02% | 1959.31%-1914.3pp | 1494.38%-1449.4pp | 478.82%-433.8pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $700 | $4,673-85.0% | $4,276-83.6% | $6,342-89.0% |
| Admin fee / account holder | $16 | $6,757-99.8% | $5,953-99.7% | $12,315-99.9% |