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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 | $2,309 | $70,121-96.7% | $63,803-96.4% | $138,895-98.3% |
| Participation rate | 44.4% | 77.2%-32.8pp | 72.7%-28.3pp | 79.9%-35.5pp |
| Annual return | 17.97% | 946.48%-928.5pp | 543.72%-525.8pp | 145.39%-127.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $204 | $4,535-95.5% | $3,843-94.7% | $6,396-96.8% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |