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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 | $1,078 | $96,678-98.9% | $86,640-98.8% | $139,466-99.2% |
| Participation rate | 38.9% | 74.4%-35.5pp | 71.7%-32.8pp | 80.3%-41.4pp |
| Annual return | 43.65% | 106.69%-63.0pp | 592.52%-548.9pp | 373.66%-330.0pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $293 | $4,837-93.9% | $4,438-93.4% | $6,712-95.6% |
| Admin fee / account holder | $3 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |