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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 | $3,409 | $96,643-96.5% | $86,617-96.1% | $139,456-97.6% |
| Participation rate | 22.2% | 74.4%-52.2pp | 71.7%-49.5pp | 80.3%-58.1pp |
| Annual return | 33.07% | 106.57%-73.5pp | 591.91%-558.8pp | 373.45%-340.4pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $449 | $4,835-90.7% | $4,437-89.9% | $6,711-93.3% |
| Admin fee / account holder | $1 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |