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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 | $2,820 | $150,447-98.1% | $136,298-97.9% | $147,586-98.1% |
| Participation rate | 10.0% | 84.4%-74.4pp | 81.9%-71.9pp | 82.8%-72.8pp |
| Annual return | 29.28% | 1049.15%-1019.9pp | 5156.27%-5127.0pp | 578.59%-549.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $142 | $6,631-97.9% | $6,247-97.7% | $5,439-97.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |