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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 | $1,388 | $72,446-98.1% | $67,561-97.9% | $145,877-99.0% |
| Participation rate | 52.4% | 76.9%-24.5pp | 72.9%-20.5pp | 80.3%-27.9pp |
| Annual return | 10.83% | 7211.98%-7201.2pp | 3525.44%-3514.6pp | 551.28%-540.5pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $135 | $4,785-97.2% | $4,003-96.6% | $6,691-98.0% |
| Admin fee / account holder | $46 | $5,541-99.2% | $4,006-98.9% | $13,402-99.7% |