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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 | $1,647 | $48,570-96.6% | $130,660-98.7% | $72,983-97.7% |
| Participation rate | 4.7% | 58.6%-53.9pp | 71.7%-67.1pp | 69.5%-64.8pp |
| Annual return | 29.64% | 38.63%-9.0pp | 1709.29%-1679.7pp | 81.01%-51.4pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $38 | $2,384-98.4% | $3,603-98.9% | $3,608-98.9% |
| Admin fee / account holder | $6 | $3,549-99.8% | $5,463-99.9% | $5,124-99.9% |