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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 | $1,120 | $102,595-98.9% | $94,057-98.8% | $154,746-99.3% |
| Participation rate | 14.3% | 76.0%-61.7pp | 73.3%-59.1pp | 80.7%-66.4pp |
| Annual return | 17.58% | 583.42%-565.8pp | 480.62%-463.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $149 | $5,118-97.1% | $4,709-96.8% | $6,730-97.8% |
| Admin fee / account holder | $20 | $7,736-99.7% | $7,244-99.7% | $14,365-99.9% |