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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 | $1,203 | $102,595-98.8% | $94,057-98.7% | $154,746-99.2% |
| Participation rate | 55.6% | 76.0%-20.4pp | 73.3%-17.8pp | 80.7%-25.1pp |
| Annual return | 58.54% | 583.42%-524.9pp | 480.62%-422.1pp | 172.34%-113.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $676 | $5,118-86.8% | $4,709-85.6% | $6,730-90.0% |
| Admin fee / account holder | $52 | $7,736-99.3% | $7,244-99.3% | $14,365-99.6% |