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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 | $1,151 | $73,955-98.4% | $96,520-98.8% | $75,181-98.5% |
| Participation rate | 8.0% | 66.4%-58.4pp | 74.3%-66.3pp | 67.2%-59.2pp |
| Annual return | 150.00% | 26.72%+123.3pp | 35.72%+114.3pp | 160.69%-10.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $120 | $3,659-96.7% | $4,879-97.5% | $4,126-97.1% |
| Admin fee / account holder | $2 | $5,217-100.0% | $6,733-100.0% | $5,650-100.0% |