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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 | $1,357 | $96,361-98.6% | $80,607-98.3% | $139,456-99.0% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 18.62% | 1350.95%-1332.3pp | 936.11%-917.5pp | 373.45%-354.8pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $212 | $5,232-95.9% | $4,448-95.2% | $6,711-96.8% |
| Admin fee / account holder | $81 | $6,601-98.8% | $5,379-98.5% | $11,407-99.3% |