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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 | $1,404 | $77,920-98.2% | $149,723-99.1% | $75,177-98.1% |
| Participation rate | 3.4% | 65.6%-62.1pp | 78.8%-75.3pp | 67.2%-63.8pp |
| Annual return | 43.24% | 31.72%+11.5pp | 134.50%-91.3pp | 160.75%-117.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $32 | $3,411-99.1% | $5,682-99.4% | $4,126-99.2% |
| Admin fee / account holder | $4 | $5,951-99.9% | $13,215-100.0% | $5,651-99.9% |