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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 | $3,151 | $111,878-97.2% | $93,727-96.6% | $145,897-97.8% |
| Participation rate | 5.9% | 74.2%-68.3pp | 68.7%-62.8pp | 80.3%-74.4pp |
| Annual return | 10.61% | 204.28%-193.7pp | 133.83%-123.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $19 | $4,920-99.6% | $4,417-99.6% | $6,689-99.7% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |