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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 | $2,058 | $95,664-97.8% | $76,902-97.3% | $139,487-98.5% |
| Participation rate | 7.1% | 74.0%-66.9pp | 69.6%-62.5pp | 80.3%-73.2pp |
| Annual return | 35.74% | 55.03%-19.3pp | 37.91%-2.2pp | 373.84%-338.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,534-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $89 | $4,626-98.1% | $3,833-97.7% | $6,713-98.7% |
| Admin fee / account holder | $0 | $8,311-100.0% | $5,479-100.0% | $11,407-100.0% |