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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 | $3,632 | $77,416-95.3% | $69,464-94.8% | $152,897-97.6% |
| Participation rate | 10.0% | 78.1%-68.1pp | 74.6%-64.6pp | 82.5%-72.5pp |
| Annual return | 28.14% | 39.08%-10.9pp | 28.98%-0.8pp | 345.43%-317.3pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $144 | $4,413-96.7% | $3,536-95.9% | $5,851-97.5% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |