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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 | $3,536 | $102,595-96.6% | $94,057-96.2% | $154,746-97.7% |
| Participation rate | 6.3% | 76.0%-69.7pp | 73.3%-67.1pp | 80.7%-74.5pp |
| Annual return | 20.31% | 583.42%-563.1pp | 480.62%-460.3pp | 172.34%-152.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $118 | $5,118-97.7% | $4,709-97.5% | $6,730-98.2% |
| Admin fee / account holder | $13 | $7,736-99.8% | $7,244-99.8% | $14,365-99.9% |