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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 | $1,042 | $81,696-98.7% | $70,494-98.5% | $158,982-99.3% |
| Participation rate | 18.2% | 77.7%-59.5pp | 75.1%-56.9pp | 82.0%-63.8pp |
| Annual return | 22.14% | 208.70%-186.6pp | 109.16%-87.0pp | 302.99%-280.8pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $53 | $4,558-98.8% | $3,711-98.6% | $5,983-99.1% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |