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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 | $1,513 | $84,236-98.2% | $170,435-99.1% | $70,126-97.8% |
| Participation rate | 8.0% | 70.8%-62.8pp | 83.6%-75.6pp | 69.5%-61.5pp |
| Annual return | 47.19% | 23.06%+24.1pp | 205.94%-158.7pp | 73.15%-26.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $87 | $3,086-97.2% | $4,939-98.2% | $3,332-97.4% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |