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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 | $3,166 | $102,638-96.9% | $81,982-96.1% | $158,982-98.0% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.3%-29.3pp | 82.0%-42.0pp |
| Annual return | 62.26% | 61.05%+1.2pp | 41.31%+20.9pp | 302.99%-240.7pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $824 | $4,649-82.3% | $3,722-77.9% | $5,983-86.2% |
| Admin fee / account holder | $20 | $8,237-99.8% | $5,665-99.6% | $11,252-99.8% |