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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 | $2,679 | $106,236-97.5% | $96,496-97.2% | $139,427-98.1% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 271.57% | 38.43%+233.1pp | 35.70%+235.9pp | 373.27%-101.7pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,738-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $460 | $5,455-91.6% | $4,879-90.6% | $6,711-93.1% |
| Admin fee / account holder | $4 | $7,879-99.9% | $6,731-99.9% | $11,404-100.0% |