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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 | $1,562 | $102,635-98.5% | $86,209-98.2% | $139,456-98.9% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 14.11% | 1923.53%-1909.4pp | 1169.05%-1154.9pp | 373.45%-359.3pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $417 | $4,677-91.1% | $3,986-89.5% | $6,711-93.8% |
| Admin fee / account holder | $199 | $8,661-97.7% | $6,853-97.1% | $11,407-98.3% |