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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 | $1,956 | $176,794-98.9% | $146,647-98.7% | $167,553-98.8% |
| Participation rate | 40.0% | 83.6%-43.6pp | 80.1%-40.1pp | 82.1%-42.1pp |
| Annual return | 16.24% | 24.04%-7.8pp | 22.75%-6.5pp | 478.89%-462.7pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $296 | $6,440-95.4% | $5,506-94.6% | $6,343-95.3% |
| Admin fee / account holder | $8 | $13,262-99.9% | $10,281-99.9% | $12,316-99.9% |