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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 | $3,598 | $162,529-97.8% | $130,788-97.2% | $154,746-97.7% |
| Participation rate | 12.5% | 75.9%-63.4pp | 70.1%-57.6pp | 80.7%-68.2pp |
| Annual return | 25.81% | 510.48%-484.7pp | 386.44%-360.6pp | 172.34%-146.5pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $186 | $4,808-96.1% | $4,137-95.5% | $6,730-97.2% |
| Admin fee / account holder | $12 | $7,669-99.9% | $6,673-99.8% | $14,365-99.9% |