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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 | $1,670 | $65,364-97.4% | $92,909-98.2% | $72,975-97.7% |
| Participation rate | 6.5% | 68.3%-61.9pp | 76.0%-69.6pp | 69.5%-63.0pp |
| Annual return | 294.89% | 42.11%+252.8pp | 109.44%+185.5pp | 81.01%+213.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $75 | $3,128-97.6% | $4,238-98.2% | $3,608-97.9% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |