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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 | $1,731 | $57,305-97.0% | $86,640-98.0% | $75,173-97.7% |
| Participation rate | 22.9% | 63.2%-40.4pp | 71.7%-48.9pp | 67.2%-44.3pp |
| Annual return | 23.08% | 2674.24%-2651.2pp | 592.52%-569.4pp | 160.72%-137.6pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $333 | $3,320-90.0% | $4,438-92.5% | $4,126-91.9% |
| Admin fee / account holder | $103 | $4,116-97.5% | $5,616-98.2% | $5,651-98.2% |