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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 | $1,123 | $76,634-98.5% | $56,054-98.0% | $145,978-99.2% |
| Participation rate | 7.7% | 63.2%-55.5pp | 52.5%-44.8pp | 80.3%-72.6pp |
| Annual return | 22.12% | 3004.33%-2982.2pp | 1705.95%-1683.8pp | 550.52%-528.4pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $55 | $2,622-97.9% | $1,952-97.2% | $6,690-99.2% |
| Admin fee / account holder | $3 | $3,321-99.9% | $2,822-99.9% | $13,400-100.0% |