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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 | $3,613 | $227,291-98.4% | $214,702-98.3% | $155,188-97.7% |
| Participation rate | 33.3% | 88.0%-54.6pp | 87.5%-54.1pp | 80.8%-47.5pp |
| Annual return | 2222.22% | 60.08%+2162.1pp | 54.55%+2167.7pp | 148.84%+2073.4pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,135 | $9,582-88.2% | $9,147-87.6% | $6,531-82.6% |
| Admin fee / account holder | $5 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |