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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 | $4,740 | $85,171-94.4% | $172,753-97.3% | $72,976-93.5% |
| Participation rate | 4.1% | 70.1%-66.0pp | 82.6%-78.6pp | 69.5%-65.4pp |
| Annual return | 28.79% | 27.32%+1.5pp | 803.00%-774.2pp | 81.02%-52.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $376 | $3,260-88.5% | $5,198-92.8% | $3,608-89.6% |
| Admin fee / account holder | $26 | $5,880-99.6% | $13,956-99.8% | $5,124-99.5% |