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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 | $7,840 | $111,814-93.0% | $103,378-92.4% | $145,978-94.6% |
| Participation rate | 47.6% | 77.9%-30.3pp | 74.5%-26.9pp | 80.3%-32.7pp |
| Annual return | 105.39% | 24.80%+80.6pp | 24.91%+80.5pp | 550.52%-445.1pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $822 | $5,618-85.4% | $5,058-83.7% | $6,690-87.7% |
| Admin fee / account holder | $4 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |