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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 | $3,842 | $100,901-96.2% | $75,501-94.9% | $147,586-97.4% |
| Participation rate | 10.0% | 77.1%-67.1pp | 72.4%-62.4pp | 82.8%-72.8pp |
| Annual return | 39.71% | 35.78%+3.9pp | 27.35%+12.4pp | 578.59%-538.9pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $224 | $4,027-94.4% | $3,142-92.9% | $5,439-95.9% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |