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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 | $4,803 | $169,237-97.2% | $129,339-96.3% | $145,978-96.7% |
| Participation rate | 6.3% | 76.5%-70.2pp | 69.6%-63.4pp | 80.3%-74.0pp |
| Annual return | 62.55% | 14364.43%-14301.9pp | 9437.05%-9374.5pp | 550.52%-488.0pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $272 | $4,991-94.5% | $4,170-93.5% | $6,690-95.9% |
| Admin fee / account holder | $10 | $9,882-99.9% | $7,668-99.9% | $13,400-99.9% |