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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 | $90,614-95.7% | $76,089-94.9% | $145,877-97.3% |
| Participation rate | 22.2% | 74.5%-52.3pp | 69.1%-46.9pp | 80.3%-58.1pp |
| Annual return | 24.48% | 623.80%-599.3pp | 360.94%-336.5pp | 551.28%-526.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $466 | $5,168-91.0% | $4,259-89.1% | $6,691-93.0% |
| Admin fee / account holder | $25 | $8,376-99.7% | $6,418-99.6% | $13,402-99.8% |