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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 | $4,201 | $63,346-93.4% | $92,239-95.4% | $70,124-94.0% |
| Participation rate | 11.6% | 68.7%-57.0pp | 76.5%-64.9pp | 69.5%-57.9pp |
| Annual return | 20.58% | 530.19%-509.6pp | 176.29%-155.7pp | 73.14%-52.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $45 | $2,854-98.4% | $3,897-98.8% | $3,332-98.6% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |