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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 | $1,374 | $88,710-98.5% | $81,783-98.3% | $145,959-99.1% |
| Participation rate | 27.3% | 75.0%-47.8pp | 72.4%-45.1pp | 80.3%-53.0pp |
| Annual return | 21.19% | 1027.26%-1006.1pp | 775.05%-753.9pp | 561.95%-540.8pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $308 | $4,645-93.4% | $4,320-92.9% | $6,689-95.4% |
| Admin fee / account holder | $44 | $8,407-99.5% | $7,380-99.4% | $13,398-99.7% |