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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 | $2,898 | $52,507-94.5% | $129,406-97.8% | $74,478-96.1% |
| Participation rate | 1.9% | 53.9%-52.0pp | 69.6%-67.7pp | 67.2%-65.3pp |
| Annual return | 26.86% | 15.64%+11.2pp | 9468.18%-9441.3pp | 1370.56%-1343.7pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $59 | $2,801-97.9% | $4,167-98.6% | $4,350-98.6% |
| Admin fee / account holder | $0 | $2,639-100.0% | $7,689-100.0% | $1,946-100.0% |