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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 | $1,068 | $95,406-98.9% | $185,849-99.4% | $85,847-98.8% |
| Participation rate | 2.2% | 68.8%-66.5pp | 81.7%-79.5pp | 69.3%-67.1pp |
| Annual return | 20.18% | 23.59%-3.4pp | 122.10%-101.9pp | 318.61%-298.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6 | $3,424-99.8% | $5,569-99.9% | $3,952-99.8% |
| Admin fee / account holder | $4 | $7,214-99.9% | $16,244-100.0% | $6,261-99.9% |