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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 | $2,456 | $88,702-97.2% | $81,780-97.0% | $145,978-98.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 34.72% | 1029.12%-994.4pp | 776.27%-741.5pp | 550.52%-515.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $163 | $4,645-96.5% | $4,321-96.2% | $6,690-97.6% |
| Admin fee / account holder | $4 | $8,414-100.0% | $7,384-99.9% | $13,400-100.0% |