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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 | $2,710 | $65,361-95.9% | $92,903-97.1% | $72,983-96.3% |
| Participation rate | 3.1% | 68.3%-65.2pp | 76.0%-72.9pp | 69.5%-66.4pp |
| Annual return | 151.78% | 42.11%+109.7pp | 109.43%+42.3pp | 81.01%+70.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $77 | $3,128-97.5% | $4,238-98.2% | $3,608-97.9% |
| Admin fee / account holder | $4 | $4,251-99.9% | $5,795-99.9% | $5,124-99.9% |