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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 | $1,580 | $185,883-99.1% | $170,043-99.1% | $139,466-98.9% |
| Participation rate | 46.2% | 87.8%-41.6pp | 87.0%-40.9pp | 80.3%-34.2pp |
| Annual return | 52.37% | 60.54%-8.2pp | 53.40%-1.0pp | 373.66%-321.3pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $601 | $11,626-94.8% | $10,410-94.2% | $6,712-91.1% |
| Admin fee / account holder | $74 | $15,393-99.5% | $12,824-99.4% | $11,409-99.4% |