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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 | $1,077 | $159,978-99.3% | $147,041-99.3% | $145,978-99.3% |
| Participation rate | 47.4% | 84.0%-36.6pp | 82.2%-34.8pp | 80.3%-32.9pp |
| Annual return | 13.29% | 98.36%-85.1pp | 419.21%-405.9pp | 550.52%-537.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $181 | $8,429-97.8% | $8,071-97.8% | $6,690-97.3% |
| Admin fee / account holder | $25 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |