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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 | $1,738 | $91,179-98.1% | $178,499-99.0% | $79,852-97.8% |
| Participation rate | 7.1% | 69.2%-62.1pp | 81.9%-74.8pp | 69.6%-62.5pp |
| Annual return | 65.32% | 24.19%+41.1pp | 151.10%-85.8pp | 31.72%+33.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $80 | $3,236-97.5% | $5,202-98.5% | $3,740-97.9% |
| Admin fee / account holder | $4 | $6,749-99.9% | $13,986-100.0% | $5,306-99.9% |