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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 | $4,567 | $107,353-95.7% | $92,903-95.1% | $152,885-97.0% |
| Participation rate | 14.3% | 79.8%-65.5pp | 76.0%-61.7pp | 82.5%-68.2pp |
| Annual return | 27.39% | 145.62%-118.2pp | 109.43%-82.0pp | 345.39%-318.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $979 | $4,848-79.8% | $4,238-76.9% | $5,851-83.3% |
| Admin fee / account holder | $45 | $7,081-99.4% | $5,795-99.2% | $11,598-99.6% |