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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 | $9,744 | $159,978-93.9% | $147,041-93.4% | $145,978-93.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 11.50% | 98.36%-86.9pp | 419.21%-407.7pp | 550.52%-539.0pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $400 | $8,429-95.3% | $8,071-95.0% | $6,690-94.0% |
| Admin fee / account holder | $41 | $15,053-99.7% | $13,006-99.7% | $13,400-99.7% |