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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 | $21,132 | $92,224-77.1% | $105,223-79.9% | $79,634-73.5% |
| Participation rate | 1.1% | 69.2%-68.1pp | 75.0%-74.0pp | 62.5%-61.4pp |
| Annual return | 20.29% | 88.65%-68.4pp | 180.65%-160.4pp | 36.46%-16.2pp |
| Employer contribution / active EE | $0 | $3,965-100.0% | $3,689-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $70 | $3,834-98.2% | $5,072-98.6% | $3,835-98.2% |
| Admin fee / account holder | $88 | $1,121-92.2% | $8,859-99.0% | $1,002-91.2% |