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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 | $1,174 | $76,522-98.5% | $56,033-97.9% | $145,884-99.2% |
| Participation rate | 44.4% | 63.2%-18.8pp | 52.5%-8.0pp | 80.3%-35.9pp |
| Annual return | 16.48% | 3014.28%-2997.8pp | 1711.38%-1694.9pp | 551.85%-535.4pp |
| Employer contribution / active EE | $93 | $1,382-93.3% | $1,041-91.1% | $4,662-98.0% |
| Participant deferral / active EE | $120 | $2,624-95.4% | $1,954-93.9% | $6,690-98.2% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |