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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 | $3,902 | $90,530-95.7% | $76,030-94.9% | $145,897-97.3% |
| Participation rate | 22.2% | 74.4%-52.2pp | 69.1%-46.8pp | 80.3%-58.1pp |
| Annual return | 24.48% | 625.08%-600.6pp | 361.54%-337.1pp | 552.29%-527.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $466 | $5,164-91.0% | $4,257-89.1% | $6,689-93.0% |
| Admin fee / account holder | $25 | $8,383-99.7% | $6,421-99.6% | $13,390-99.8% |