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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 | $1,429 | $162,781-99.1% | $133,956-98.9% | $158,931-99.1% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 41.14% | 41.94%-0.8pp | 45.09%-3.9pp | 302.86%-261.7pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $287 | $5,911-95.1% | $5,048-94.3% | $5,982-95.2% |
| Admin fee / account holder | $5 | $11,736-100.0% | $8,927-99.9% | $11,247-100.0% |