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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 | $1,249 | $100,262-98.8% | $81,370-98.5% | $145,897-99.1% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 21.97% | 34.52%-12.5pp | 24.85%-2.9pp | 552.29%-530.3pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $455 | $4,612-90.1% | $3,885-88.3% | $6,689-93.2% |
| Admin fee / account holder | $0 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |