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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 | $1,518 | $108,897-98.6% | $100,378-98.5% | $145,877-99.0% |
| Participation rate | 40.0% | 83.0%-43.0pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 11.85% | 58.17%-46.3pp | 49.41%-37.6pp | 551.28%-539.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $328 | $8,455-96.1% | $8,087-95.9% | $6,691-95.1% |
| Admin fee / account holder | $67 | $9,690-99.3% | $7,899-99.1% | $13,402-99.5% |