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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 | $2,943 | $102,696-97.1% | $86,235-96.6% | $139,487-97.9% |
| Participation rate | 4.3% | 74.5%-70.2pp | 69.0%-64.6pp | 80.3%-76.0pp |
| Annual return | 20.98% | 1925.91%-1904.9pp | 1170.03%-1149.1pp | 373.84%-352.9pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $47 | $4,679-99.0% | $3,987-98.8% | $6,713-99.3% |
| Admin fee / account holder | $11 | $8,667-99.9% | $6,856-99.8% | $11,407-99.9% |