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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 | $2,212 | $106,008-97.9% | $92,240-97.6% | $147,586-98.5% |
| Participation rate | 26.7% | 80.4%-53.7pp | 76.5%-49.8pp | 82.8%-56.2pp |
| Annual return | 17.59% | 50.05%-32.5pp | 176.29%-158.7pp | 578.59%-561.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $268 | $4,478-94.0% | $3,897-93.1% | $5,439-95.1% |
| Admin fee / account holder | $13 | $6,333-99.8% | $5,194-99.8% | $10,886-99.9% |