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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 | $2,277 | $84,708-97.3% | $75,714-97.0% | $167,536-98.6% |
| Participation rate | 22.2% | 77.8%-55.6pp | 74.8%-52.6pp | 82.1%-59.9pp |
| Annual return | 19.19% | 199.62%-180.4pp | 104.62%-85.4pp | 478.82%-459.6pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $230 | $4,577-95.0% | $3,820-94.0% | $6,342-96.4% |
| Admin fee / account holder | $0 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |