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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 | $4,616 | $112,933-95.9% | $90,970-94.9% | $158,982-97.1% |
| Participation rate | 18.2% | 74.7%-56.6pp | 69.0%-50.8pp | 82.0%-63.8pp |
| Annual return | 16.23% | 215.82%-199.6pp | 134.60%-118.4pp | 302.99%-286.8pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $122 | $4,128-97.0% | $3,373-96.4% | $5,983-98.0% |
| Admin fee / account holder | $18 | $8,047-99.8% | $5,961-99.7% | $11,252-99.8% |