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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 | $1,025 | $57,305-98.2% | $86,640-98.8% | $75,173-98.6% |
| Participation rate | 14.8% | 63.2%-48.4pp | 71.7%-56.9pp | 67.2%-52.4pp |
| Annual return | 35.46% | 2674.24%-2638.8pp | 592.52%-557.1pp | 160.72%-125.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $94 | $3,320-97.2% | $4,438-97.9% | $4,126-97.7% |
| Admin fee / account holder | $3 | $4,116-99.9% | $5,616-100.0% | $5,651-100.0% |