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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 | $1,469 | $94,439-98.4% | $73,658-98.0% | $154,746-99.1% |
| Participation rate | 12.5% | 64.7%-52.2pp | 57.0%-44.5pp | 80.7%-68.2pp |
| Annual return | 43.82% | 28.25%+15.6pp | 29.72%+14.1pp | 172.34%-128.5pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $168 | $2,527-93.4% | $2,062-91.9% | $6,730-97.5% |
| Admin fee / account holder | $1 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |