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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 | $1,074 | $102,635-99.0% | $86,209-98.8% | $139,456-99.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 21.90% | 1923.53%-1901.6pp | 1169.05%-1147.2pp | 373.45%-351.6pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $445 | $4,677-90.5% | $3,986-88.8% | $6,711-93.4% |
| Admin fee / account holder | $85 | $8,661-99.0% | $6,853-98.8% | $11,407-99.3% |