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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 | $2,415 | $115,796-97.9% | $101,264-97.6% | $158,950-98.5% |
| Participation rate | 22.7% | 79.4%-56.6pp | 75.8%-53.1pp | 82.0%-59.2pp |
| Annual return | 45.36% | 56.15%-10.8pp | 46.48%-1.1pp | 302.91%-257.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $552 | $4,958-88.9% | $4,370-87.4% | $5,983-90.8% |
| Admin fee / account holder | $42 | $7,247-99.4% | $5,947-99.3% | $11,248-99.6% |