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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 | $1,401 | $99,031-98.6% | $86,597-98.4% | $147,585-99.1% |
| Participation rate | 30.8% | 76.3%-45.6pp | 73.5%-42.8pp | 82.8%-52.1pp |
| Annual return | 105.93% | 1312.56%-1206.6pp | 964.96%-859.0pp | 578.57%-472.6pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $390 | $3,972-90.2% | $3,609-89.2% | $5,439-92.8% |
| Admin fee / account holder | $72 | $5,711-98.7% | $4,906-98.5% | $10,885-99.3% |