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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 | $4,013 | $100,262-96.0% | $81,370-95.1% | $145,897-97.2% |
| Participation rate | 7.1% | 74.3%-67.1pp | 69.5%-62.4pp | 80.3%-73.2pp |
| Annual return | 14.14% | 34.52%-20.4pp | 24.85%-10.7pp | 552.29%-538.2pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $119 | $4,612-97.4% | $3,885-96.9% | $6,689-98.2% |
| Admin fee / account holder | $0 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |