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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 | $2,804 | $76,368-96.3% | $67,681-95.9% | $154,746-98.2% |
| Participation rate | 41.7% | 79.0%-37.3pp | 73.7%-32.1pp | 80.7%-39.0pp |
| Annual return | 18.91% | 1066.77%-1047.9pp | 590.58%-571.7pp | 172.34%-153.4pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $127 | $4,824-97.4% | $3,976-96.8% | $6,730-98.1% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |