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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 | $1,825 | $100,911-98.2% | $90,440-98.0% | $158,966-98.9% |
| Participation rate | 57.9% | 75.0%-17.1pp | 72.7%-14.8pp | 82.0%-24.1pp |
| Annual return | 11.85% | 1726.62%-1714.8pp | 1294.38%-1282.5pp | 302.95%-291.1pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $239 | $4,348-94.5% | $3,964-94.0% | $5,983-96.0% |
| Admin fee / account holder | $146 | $6,507-97.8% | $5,615-97.4% | $11,250-98.7% |