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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 | $3,051 | $88,702-96.6% | $81,780-96.3% | $145,978-97.9% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 12.94% | 1029.12%-1016.2pp | 776.27%-763.3pp | 550.52%-537.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $374 | $4,645-91.9% | $4,321-91.3% | $6,690-94.4% |
| Admin fee / account holder | $228 | $8,414-97.3% | $7,384-96.9% | $13,400-98.3% |