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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 | $1,482 | $110,551-98.7% | $80,741-98.2% | $167,536-99.1% |
| Participation rate | 25.0% | 64.0%-39.0pp | 54.2%-29.2pp | 82.1%-57.1pp |
| Annual return | 16.89% | 120.57%-103.7pp | 87.30%-70.4pp | 478.82%-461.9pp |
| Employer contribution / active EE | $26 | $1,543-98.3% | $1,160-97.8% | $4,839-99.5% |
| Participant deferral / active EE | $130 | $2,870-95.5% | $2,145-93.9% | $6,342-98.0% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |