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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 | $1,516 | $91,179-98.3% | $178,499-99.2% | $79,852-98.1% |
| Participation rate | 10.5% | 69.2%-58.7pp | 81.9%-71.4pp | 69.6%-59.1pp |
| Annual return | 191.85% | 24.19%+167.7pp | 151.10%+40.7pp | 31.72%+160.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $157 | $3,236-95.1% | $5,202-97.0% | $3,740-95.8% |
| Admin fee / account holder | $3 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |