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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 | $4,726 | $154,193-96.9% | $130,045-96.4% | $139,466-96.6% |
| Participation rate | 15.4% | 82.0%-66.6pp | 78.5%-63.1pp | 80.3%-64.9pp |
| Annual return | 28.59% | 32.51%-3.9pp | -137.30%+165.9pp | 373.66%-345.1pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $361 | $6,709-94.6% | $5,820-93.8% | $6,712-94.6% |
| Admin fee / account holder | $77 | $13,989-99.5% | $10,600-99.3% | $11,409-99.3% |