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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 | $5,738 | $99,995-94.3% | $85,063-93.3% | $145,978-96.1% |
| Participation rate | 4.3% | 74.1%-69.8pp | 67.5%-63.2pp | 80.3%-75.9pp |
| Annual return | 12.45% | 83.99%-71.5pp | 66.54%-54.1pp | 550.52%-538.1pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $172 | $5,295-96.8% | $4,523-96.2% | $6,690-97.4% |
| Admin fee / account holder | $100 | $7,255-98.6% | $6,155-98.4% | $13,400-99.3% |