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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 | $1,052 | $95,383-98.9% | $185,837-99.4% | $85,856-98.8% |
| Participation rate | 6.1% | 68.8%-62.6pp | 81.7%-75.6pp | 69.3%-63.2pp |
| Annual return | 31.21% | 23.59%+7.6pp | 122.08%-90.9pp | 318.58%-287.4pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $74 | $3,423-97.8% | $5,568-98.7% | $3,952-98.1% |
| Admin fee / account holder | $3 | $7,213-100.0% | $16,241-100.0% | $6,261-100.0% |