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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 | $1,287 | $154,754-99.2% | $124,206-99.0% | $138,895-99.1% |
| Participation rate | 10.0% | 75.5%-65.5pp | 69.6%-59.6pp | 79.9%-69.9pp |
| Annual return | 17.52% | 709.28%-691.8pp | 515.27%-497.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5 | $4,621-99.9% | $3,968-99.9% | $6,396-99.9% |
| Admin fee / account holder | $5 | $6,690-99.9% | $5,929-99.9% | $12,562-100.0% |