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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 | $1,781 | $96,419-98.2% | $80,648-97.8% | $139,487-98.7% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 21.46% | 1352.86%-1331.4pp | 937.21%-915.8pp | 373.84%-352.4pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $141 | $5,225-97.3% | $4,443-96.8% | $6,713-97.9% |
| Admin fee / account holder | $20 | $6,605-99.7% | $5,382-99.6% | $11,407-99.8% |