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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 | $4,918 | $105,864-95.4% | $90,162-94.5% | $147,585-96.7% |
| Participation rate | 4.5% | 79.7%-75.2pp | 76.9%-72.3pp | 82.8%-78.3pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.88%-34.9pp | 578.57%-578.6pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $219 | $5,733-96.2% | $5,287-95.9% | $5,439-96.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |