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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 | $1,541 | $106,923-98.6% | $84,023-98.2% | $152,909-99.0% |
| Participation rate | 25.0% | 75.3%-50.3pp | 69.0%-44.0pp | 82.5%-57.5pp |
| Annual return | 59.78% | 105.02%-45.2pp | 71.32%-11.5pp | 345.46%-285.7pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $375 | $4,013-90.7% | $3,239-88.4% | $5,851-93.6% |
| Admin fee / account holder | $114 | $8,289-98.6% | $6,102-98.1% | $11,601-99.0% |