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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 | $2,758 | $100,895-97.3% | $90,430-97.0% | $158,950-98.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 18.14% | 1725.54%-1707.4pp | 1293.73%-1275.6pp | 302.91%-284.8pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $255 | $4,347-94.1% | $3,963-93.6% | $5,983-95.7% |
| Admin fee / account holder | $9 | $6,505-99.9% | $5,613-99.8% | $11,248-99.9% |