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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 | $3,501 | $49,199-92.9% | $121,204-97.1% | $75,173-95.3% |
| Participation rate | 4.2% | 55.4%-51.3pp | 69.5%-65.4pp | 67.2%-63.0pp |
| Annual return | 36.31% | 56.04%-19.7pp | 987.18%-950.9pp | 160.72%-124.4pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $97 | $2,630-96.3% | $4,083-97.6% | $4,126-97.7% |
| Admin fee / account holder | $70 | $3,946-98.2% | $5,651-98.8% | $5,651-98.8% |