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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 | $4,720 | $103,008-95.4% | $90,304-94.8% | $152,897-96.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 27.00% | 95.22%-68.2pp | 78.13%-51.1pp | 345.43%-318.4pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $720 | $4,281-83.2% | $3,885-81.5% | $5,851-87.7% |
| Admin fee / account holder | $15 | $6,175-99.8% | $5,354-99.7% | $11,599-99.9% |