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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 | $1,120 | $85,030-98.7% | $70,525-98.4% | $139,427-99.2% |
| Participation rate | 40.0% | 73.9%-33.9pp | 68.4%-28.4pp | 80.3%-40.3pp |
| Annual return | 62.87% | 30.35%+32.5pp | 32.76%+30.1pp | 373.27%-310.4pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,974-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $454 | $5,891-92.3% | $4,567-90.1% | $6,711-93.2% |
| Admin fee / account holder | $0 | $8,908-100.0% | $6,413-100.0% | $11,404-100.0% |