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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 | $17,191 | $171,492-90.0% | $150,734-88.6% | $198,609-91.3% |
| Participation rate | 33.3% | 81.4%-48.1pp | 78.4%-45.1pp | 82.4%-49.0pp |
| Annual return | 4.39% | 804.70%-800.3pp | 600.81%-596.4pp | 202.70%-198.3pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $155 | $6,259-97.5% | $5,610-97.2% | $6,977-97.8% |
| Admin fee / account holder | $55 | $17,628-99.7% | $14,905-99.6% | $19,030-99.7% |