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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 | $1,501 | $110,337-98.6% | $102,383-98.5% | $145,877-99.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 49.75% | 24.83%+24.9pp | 24.94%+24.8pp | 551.28%-501.5pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $817 | $5,621-85.5% | $5,060-83.9% | $6,691-87.8% |
| Admin fee / account holder | $220 | $9,750-97.7% | $8,391-97.4% | $13,402-98.4% |