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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 | $1,106 | $81,763-98.6% | $58,561-98.1% | $139,466-99.2% |
| Participation rate | 21.7% | 61.3%-39.6pp | 50.9%-29.1pp | 80.3%-58.6pp |
| Annual return | 38.33% | 7427.77%-7389.4pp | 4251.33%-4213.0pp | 373.66%-335.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $118 | $2,555-95.4% | $1,923-93.9% | $6,712-98.2% |
| Admin fee / account holder | $46 | $3,273-98.6% | $2,520-98.2% | $11,409-99.6% |