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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 | $3,446 | $162,821-97.9% | $133,978-97.4% | $158,982-97.8% |
| Participation rate | 11.8% | 83.2%-71.5pp | 79.8%-68.1pp | 82.0%-70.2pp |
| Annual return | 28.19% | 41.95%-13.8pp | 45.10%-16.9pp | 302.99%-274.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $148 | $5,910-97.5% | $5,047-97.1% | $5,983-97.5% |
| Admin fee / account holder | $10 | $11,742-99.9% | $8,930-99.9% | $11,252-99.9% |