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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 | $2,758 | $73,546-96.3% | $63,018-95.6% | $147,586-98.1% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.8%-31.9pp | 82.8%-40.0pp |
| Annual return | 26.88% | 175.56%-148.7pp | 87.62%-60.7pp | 578.59%-551.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $524 | $4,185-87.5% | $3,330-84.3% | $5,439-90.4% |
| Admin fee / account holder | $12 | $5,956-99.8% | $3,601-99.7% | $10,886-99.9% |