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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 | $4,666 | $63,346-92.6% | $92,240-94.9% | $70,126-93.3% |
| Participation rate | 4.4% | 68.7%-64.2pp | 76.5%-72.0pp | 69.5%-65.1pp |
| Annual return | 20.38% | 530.19%-509.8pp | 176.29%-155.9pp | 73.15%-52.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $116 | $2,854-95.9% | $3,897-97.0% | $3,332-96.5% |
| Admin fee / account holder | $33 | $3,841-99.2% | $5,194-99.4% | $4,645-99.3% |