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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 | $2,832 | $109,905-97.4% | $98,506-97.1% | $167,553-98.3% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 19.78% | 1960.20%-1940.4pp | 1494.92%-1475.1pp | 478.89%-459.1pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $548 | $4,674-88.3% | $4,277-87.2% | $6,343-91.4% |
| Admin fee / account holder | $10 | $6,760-99.9% | $5,955-99.8% | $12,316-99.9% |