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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 | $2,298 | $157,296-98.5% | $141,191-98.4% | $152,897-98.5% |
| Participation rate | 11.8% | 84.8%-73.1pp | 82.5%-70.7pp | 82.5%-70.7pp |
| Annual return | 50.70% | 64.34%-13.6pp | 71.41%-20.7pp | 345.43%-294.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $499 | $7,111-93.0% | $6,710-92.6% | $5,851-91.5% |
| Admin fee / account holder | $1 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |