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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 | $1,643 | $70,366-97.7% | $66,674-97.5% | $138,895-98.8% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.7%-51.5pp | 79.9%-57.7pp |
| Annual return | 29.09% | 386.41%-357.3pp | 321.24%-292.1pp | 145.39%-116.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $122 | $4,374-97.2% | $4,084-97.0% | $6,396-98.1% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |