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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 | $3,780 | $176,105-97.9% | $159,474-97.6% | $167,536-97.7% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 18.70% | 331.91%-313.2pp | 263.68%-245.0pp | 478.82%-460.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $307 | $7,751-96.0% | $7,353-95.8% | $6,342-95.2% |
| Admin fee / account holder | $15 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |