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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 | $3,270 | $72,446-95.5% | $67,561-95.2% | $145,877-97.8% |
| Participation rate | 16.7% | 76.9%-60.2pp | 72.9%-56.2pp | 80.3%-63.6pp |
| Annual return | 13.28% | 7211.98%-7198.7pp | 3525.44%-3512.2pp | 551.28%-538.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $213 | $4,785-95.5% | $4,003-94.7% | $6,691-96.8% |
| Admin fee / account holder | $19 | $5,541-99.7% | $4,006-99.5% | $13,402-99.9% |