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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 | $1,318 | $124,330-98.9% | $109,173-98.8% | $167,536-99.2% |
| Participation rate | 0.0% | 79.5%-79.5pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 48.97% | 26.04%+22.9pp | 25.75%+23.2pp | 478.82%-429.9pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $248 | $5,256-95.3% | $4,654-94.7% | $6,342-96.1% |
| Admin fee / account holder | $4 | $7,974-99.9% | $6,755-99.9% | $12,315-100.0% |