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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 | $3,859 | $57,312-93.3% | $86,617-95.5% | $75,181-94.9% |
| Participation rate | 1.8% | 63.2%-61.4pp | 71.7%-69.9pp | 67.2%-65.4pp |
| Annual return | 27.12% | 2672.78%-2645.7pp | 591.91%-564.8pp | 160.69%-133.6pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $63 | $3,319-98.1% | $4,437-98.6% | $4,126-98.5% |
| Admin fee / account holder | $12 | $4,114-99.7% | $5,613-99.8% | $5,650-99.8% |