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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 | $111,785-97.2% | $93,669-96.6% | $145,877-97.8% |
| Participation rate | 5.9% | 74.2%-68.3pp | 68.7%-62.8pp | 80.3%-74.4pp |
| Annual return | 10.61% | 203.79%-193.2pp | 133.59%-123.0pp | 551.28%-540.7pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $19 | $4,919-99.6% | $4,416-99.6% | $6,691-99.7% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |