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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 | $1,095 | $77,901-98.6% | $149,717-99.3% | $75,181-98.5% |
| Participation rate | 26.9% | 65.6%-38.7pp | 78.8%-51.9pp | 67.2%-40.3pp |
| Annual return | 62.44% | 31.73%+30.7pp | 134.41%-72.0pp | 160.69%-98.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $218 | $3,411-93.6% | $5,682-96.2% | $4,126-94.7% |
| Admin fee / account holder | $0 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |