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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 | $2,947 | $81,643-96.4% | $70,462-95.8% | $158,950-98.1% |
| Participation rate | 25.0% | 77.7%-52.7pp | 75.1%-50.1pp | 82.0%-57.0pp |
| Annual return | 26.17% | 208.51%-182.3pp | 109.08%-82.9pp | 302.91%-276.7pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $370 | $4,555-91.9% | $3,710-90.0% | $5,983-93.8% |
| Admin fee / account holder | $8 | $6,194-99.9% | $3,845-99.8% | $11,248-99.9% |