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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 | $3,923 | $162,821-97.6% | $133,978-97.1% | $158,982-97.5% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 80.99% | 41.95%+39.0pp | 45.10%+35.9pp | 302.99%-222.0pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,586 | $5,910-73.2% | $5,047-68.6% | $5,983-73.5% |
| Admin fee / account holder | $142 | $11,742-98.8% | $8,930-98.4% | $11,252-98.7% |