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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 | $1,313 | $110,551-98.8% | $80,741-98.4% | $167,518-99.2% |
| Participation rate | 6.7% | 64.0%-57.3pp | 54.2%-47.5pp | 82.1%-75.4pp |
| Annual return | 37.69% | 120.57%-82.9pp | 87.30%-49.6pp | 478.71%-441.0pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $45 | $2,870-98.4% | $2,145-97.9% | $6,342-99.3% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,312-100.0% |