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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 | $1,166 | $102,663-98.9% | $86,216-98.6% | $139,466-99.2% |
| Participation rate | 27.8% | 74.5%-46.7pp | 69.0%-41.2pp | 80.3%-52.6pp |
| Annual return | 11.86% | 1924.52%-1912.7pp | 1169.42%-1157.6pp | 373.66%-361.8pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $206 | $4,677-95.6% | $3,986-94.8% | $6,712-96.9% |
| Admin fee / account holder | $74 | $8,663-99.1% | $6,853-98.9% | $11,409-99.4% |