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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 | $1,516 | $115,780-98.7% | $101,255-98.5% | $158,931-99.0% |
| Participation rate | 14.3% | 79.4%-65.1pp | 75.8%-61.5pp | 82.0%-67.7pp |
| Annual return | 26.16% | 56.14%-30.0pp | 46.48%-20.3pp | 302.86%-276.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $73 | $4,958-98.5% | $4,370-98.3% | $5,982-98.8% |
| Admin fee / account holder | $8 | $7,246-99.9% | $5,946-99.9% | $11,247-99.9% |