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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 | $1,217 | $157,276-99.2% | $141,177-99.1% | $152,885-99.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 270.00% | 64.33%+205.7pp | 71.40%+198.6pp | 345.39%-75.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $827 | $7,110-88.4% | $6,710-87.7% | $5,851-85.9% |
| Admin fee / account holder | $91 | $12,123-99.2% | $10,263-99.1% | $11,598-99.2% |