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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 | $1,054 | $72,071-98.5% | $68,368-98.5% | $137,256-99.2% |
| Participation rate | 53.8% | 76.2%-22.4pp | 73.8%-19.9pp | 80.0%-26.1pp |
| Annual return | 37.75% | 353.14%-315.4pp | 292.57%-254.8pp | 220.34%-182.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $316 | $4,410-92.8% | $4,123-92.3% | $6,407-95.1% |
| Admin fee / account holder | $16 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |